True Wealth Design’s Ginkgo Bioworks DNA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.51K	Buy	354 +327	+1,211%	+$2.73K	﹤0.01%	1472
2026 Q1	$166	Sell	27 -17	-39%	-$141	﹤0.01%	2366
2025 Q4	$366	Hold	44	–	–	﹤0.01%	2057
2025 Q3	$642	Hold	44	–	–	﹤0.01%	1925
2025 Q2	$495	Sell	44 -4	-8%	-$31	﹤0.01%	1749
2025 Q1	$274	Buy	+48	New	+$489	﹤0.01%	1817

Other funds holding DNA

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return