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EGAN icon

True Wealth Design’s eGain EGAN Stock Holding History

True Wealth Design’s Portfolio EGAN Stock Details EGAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$24 Buy
+4
New +$26 ﹤0.01% 2542
2026
Q2 		– Sell
-13
Closed -$103 – 2722
2026
Q1 		$103 Buy
13
+1
+8% +$10 ﹤0.01% 2463
2025
Q4 		$124 Hold
12
– – ﹤0.01% 2300
2025
Q3 		$105 Buy
12
+2
+20% +$14 ﹤0.01% 2433
2025
Q2 		$63 Buy
10
+2
+25% +$11 ﹤0.01% 2337
2025
Q1 		$39 Buy
+8
New +$45 ﹤0.01% 2441

Other funds holding EGAN

TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

True Wealth Design opened a new position in eGain (EGAN) in Q3 2026: 4 shares worth $24. The stake represents ﹤0.01% of the portfolio and ranks #2542 among its holdings. This is a return to the name: True Wealth Design previously reported a position in EGAN as recently as Q1 2026.

True Wealth Design first reported a position in EGAN in Q1 2025 and has held it in 6 quarters since. The position peaked at $124 in Q4 2025. 7 funds tracked by Wall St. Rank hold EGAN as of Q3 2026.

  • True Wealth Design held 4 shares of eGain worth $24 as of Q3 2026.
  • eGain was a new True Wealth Design position in Q3 2026.
  • eGain made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2542 holding.
  • True Wealth Design first reported a position in eGain in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's eGain position peaked at $124 in Q4 2025.
  • 7 funds tracked by Wall St. Rank held eGain as of Q3 2026.

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