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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
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

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

True Wealth Design's EGAN Position: Q2 2026 in Review

True Wealth Design sold out of eGain (EGAN) in Q2 2026, closing a stake of 13 shares — an estimated $103 sold.

True Wealth Design first reported a position in EGAN in Q1 2025 and held it in 5 quarters. The position peaked at $124 in Q4 2025. 16 funds tracked by Wall St. Rank hold EGAN as of Q2 2026.

  • True Wealth Design reported no remaining eGain position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 13 eGain shares in Q2 2026, an estimated $103.
  • True Wealth Design first reported a position in eGain in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's eGain position peaked at $124 in Q4 2025.
  • 16 funds tracked by Wall St. Rank held eGain as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.