True Wealth Design’s DocGo DCGO Stock Holding History

True Wealth Design’s Portfolio DCGO Stock Details DCGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$292	Sell	728 -562	-44%	-$288	﹤0.01%	2273
2026 Q2	$666	Buy	1,290 +1,054	+447%	+$630	﹤0.01%	2108
2026 Q1	$149	Buy	236 +229	+3,271%	+$172	﹤0.01%	2389
2025 Q4	$7	Sell	7 -505	-99%	-$539	﹤0.01%	2538
2025 Q3	$697	Sell	512 -271	-35%	-$410	﹤0.01%	1891
2025 Q2	$1.23K	Buy	783 +747	+2,075%	+$1.39K	﹤0.01%	1388
2025 Q1	$96	Buy	+36	New	+$144	﹤0.01%	2206

Other funds holding DCGO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

True Wealth Design reduced its DocGo (DCGO) stake by 44% in Q3 2026, selling an estimated $288 and leaving 728 shares worth $292. The position accounts for ﹤0.01% of the portfolio, ranked #2273.

True Wealth Design first reported a position in DCGO in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.23K in Q2 2025. 5 funds tracked by Wall St. Rank hold DCGO as of Q3 2026.

True Wealth Design held 728 shares of DocGo worth $292 as of Q3 2026.
True Wealth Design sold 562 DocGo shares in Q3 2026, an estimated $288.
DocGo made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2273 holding.
True Wealth Design first reported a position in DocGo in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's DocGo position peaked at $1.23K in Q2 2025.
5 funds tracked by Wall St. Rank held DocGo as of Q3 2026.

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