True Wealth Design
FG icon

True Wealth Design’s F&G Annuities & Life FG Stock Holding History

True Wealth Design’s Portfolio FG Stock Details FG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$347 Hold
16
– – ﹤0.01% 2229
2026
Q2 		$426 Hold
16
– – ﹤0.01% 2249
2026
Q1 		$406 Sell
16
-50
-76% -$1.3K ﹤0.01% 2122
2025
Q4 		$2.05K Buy
66
+65
+6,500% +$2.03K ﹤0.01% 1444
2025
Q3 		$32 Hold
1
– – ﹤0.01% 2623
2025
Q2 		$32 Buy
+1
New +$33 ﹤0.01% 2457
2023
Q2 		– Sell
-2
Closed -$37 – 818
2023
Q1 		$37 Buy
+2
New +$40 ﹤0.01% 843

Other funds holding FG

Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Capital Advisors Wealth Management
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

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

True Wealth Design held its F&G Annuities & Life (FG) position steady in Q3 2026 at 16 shares worth $347. The position accounts for ﹤0.01% of the portfolio, ranked #2229.

True Wealth Design first reported a position in FG in Q1 2023 and has held it in 7 quarters since. The position peaked at $2.05K in Q4 2025. 66 funds tracked by Wall St. Rank hold FG as of Q3 2026.

  • True Wealth Design held 16 shares of F&G Annuities & Life worth $347 as of Q3 2026.
  • True Wealth Design left its F&G Annuities & Life share count unchanged in Q3 2026.
  • F&G Annuities & Life made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2229 holding.
  • True Wealth Design first reported a position in F&G Annuities & Life in Q1 2023 and has held it in 7 quarters since.
  • True Wealth Design's F&G Annuities & Life position peaked at $2.05K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q3 2026.

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