TWD
FLGT icon

True Wealth Design’s Fulgent Genetics FLGT Stock Holding History

True Wealth Design’s Portfolio FLGT Stock Details FLGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$463 Hold
21
– – ﹤0.01% 2152
2026
Q2 		$431 Buy
+21
New +$356 ﹤0.01% 2245
2025
Q3 		– Sell
-2
Closed -$40 – 2776
2025
Q2 		$40 Buy
+2
New +$39 ﹤0.01% 2423

Other funds holding FLGT

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

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

True Wealth Design held its Fulgent Genetics (FLGT) position steady in Q3 2026 at 21 shares worth $463. The position accounts for ﹤0.01% of the portfolio, ranked #2152.

True Wealth Design first reported a position in FLGT in Q2 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold FLGT as of Q3 2026.

  • True Wealth Design held 21 shares of Fulgent Genetics worth $463 as of Q3 2026.
  • True Wealth Design left its Fulgent Genetics share count unchanged in Q3 2026.
  • Fulgent Genetics made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2152 holding.
  • True Wealth Design first reported a position in Fulgent Genetics in Q2 2025 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held Fulgent Genetics as of Q3 2026.

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