True Wealth Design
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True Wealth Design’s BioAge Labs BIOA Stock Holding History

True Wealth Design’s Portfolio BIOA Stock Details BIOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$603 Buy
85
+5
+6% +$69 ﹤0.01% 2079
2026
Q2 		$1.96K Hold
80
– – ﹤0.01% 1700
2026
Q1 		$1.4K Hold
80
– – ﹤0.01% 1682
2025
Q4 		$1.06K Hold
80
– – ﹤0.01% 1687
2025
Q3 		$471 Hold
80
– – ﹤0.01% 2028
2025
Q2 		$331 Buy
+80
New +$322 ﹤0.01% 1890

Other funds holding BIOA

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

True Wealth Design increased its BioAge Labs (BIOA) stake by 6.3% in Q3 2026, buying an estimated $69 and bringing the position to 85 shares worth $603. The position accounts for ﹤0.01% of the portfolio, ranked #2079.

True Wealth Design first reported a position in BIOA in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.96K in Q2 2026. 11 funds tracked by Wall St. Rank hold BIOA as of Q3 2026.

  • True Wealth Design held 85 shares of BioAge Labs worth $603 as of Q3 2026.
  • True Wealth Design bought 5 BioAge Labs shares in Q3 2026, an estimated $69.
  • BioAge Labs made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2079 holding.
  • True Wealth Design first reported a position in BioAge Labs in Q2 2025 and has held it in 6 quarters since.
  • True Wealth Design's BioAge Labs position peaked at $1.96K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held BioAge Labs as of Q3 2026.

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