TWD
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True Wealth Design’s Annexon ANNX Stock Holding History

True Wealth Design’s Portfolio ANNX Stock Details ANNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$195 Sell
46
-237
-84% -$1.19K ﹤0.01% 2353
2026
Q2 		$1.62K Sell
283
-39
-12% -$216 ﹤0.01% 1784
2026
Q1 		$1.78K Buy
322
+111
+53% +$625 ﹤0.01% 1599
2025
Q4 		$1.06K Buy
211
+156
+284% +$596 ﹤0.01% 1686
2025
Q3 		$168 Buy
+55
New +$137 ﹤0.01% 2345
2025
Q2 		– Sell
-17
Closed -$33 – 2579
2025
Q1 		$33 Buy
+17
New +$57 ﹤0.01% 2480

Other funds holding ANNX

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design's ANNX Position: Q3 2026 in Review

True Wealth Design reduced its Annexon (ANNX) stake by 84% in Q3 2026, selling an estimated $1.19K and leaving 46 shares worth $195. The position accounts for ﹤0.01% of the portfolio, ranked #2353.

True Wealth Design first reported a position in ANNX in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.78K in Q1 2026. 9 funds tracked by Wall St. Rank hold ANNX as of Q3 2026.

  • True Wealth Design held 46 shares of Annexon worth $195 as of Q3 2026.
  • True Wealth Design sold 237 Annexon shares in Q3 2026, an estimated $1.19K.
  • Annexon made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2353 holding.
  • True Wealth Design first reported a position in Annexon in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Annexon position peaked at $1.78K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Annexon as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.