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True Wealth Design’s Aspen Aerogels ASPN Stock Holding History

True Wealth Design’s Portfolio ASPN Stock Details ASPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$89 Sell
14
-6
-30% -$29 ﹤0.01% 2552
2026
Q1 		$69 Buy
20
+2
+11% +$7 ﹤0.01% 2525
2025
Q4 		$51 Buy
+18
New +$93 ﹤0.01% 2413

Other funds holding ASPN

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's ASPN Position: Q2 2026 in Review

True Wealth Design reduced its Aspen Aerogels (ASPN) stake by 30% in Q2 2026, selling an estimated $29 and leaving 14 shares worth $89. The position accounts for ﹤0.01% of the portfolio, ranked #2552.

True Wealth Design first reported a position in ASPN in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold ASPN as of Q2 2026.

  • True Wealth Design held 14 shares of Aspen Aerogels worth $89 as of Q2 2026.
  • True Wealth Design sold 6 Aspen Aerogels shares in Q2 2026, an estimated $29.
  • Aspen Aerogels made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2552 holding.
  • True Wealth Design first reported a position in Aspen Aerogels in Q4 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Aspen Aerogels as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.