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True Wealth Design’s Axogen AXGN Stock Holding History

True Wealth Design’s Portfolio AXGN Stock Details AXGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$462 Hold
11
– – ﹤0.01% 2153
2026
Q2 		$509 Buy
+11
New +$443 ﹤0.01% 2198

Other funds holding AXGN

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 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
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

True Wealth Design held its Axogen (AXGN) position steady in Q3 2026 at 11 shares worth $462. The position accounts for ﹤0.01% of the portfolio, ranked #2153.

True Wealth Design first reported a position in AXGN in Q2 2026 and has held it in 2 quarters since. The position peaked at $509 in Q2 2026. 11 funds tracked by Wall St. Rank hold AXGN as of Q3 2026.

  • True Wealth Design held 11 shares of Axogen worth $462 as of Q3 2026.
  • True Wealth Design left its Axogen share count unchanged in Q3 2026.
  • Axogen made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2153 holding.
  • True Wealth Design first reported a position in Axogen in Q2 2026 and has held it in 2 quarters since.
  • True Wealth Design's Axogen position peaked at $509 in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Axogen as of Q3 2026.

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