True Wealth Design’s GoHealth GOCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-52	Closed	-$79	–	2754
2026 Q1	$79	Sell	52 -18	-26%	-$34	﹤0.01%	2507
2025 Q4	$151	Sell	70 -13	-16%	-$44	﹤0.01%	2274
2025 Q3	$401	Buy	83 +31	+60%	+$169	﹤0.01%	2078
2025 Q2	$289	Buy	+52	New	+$411	﹤0.01%	1952

Other funds holding GOCO

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

True Wealth Design sold out of GoHealth (GOCO) in Q2 2026, closing a stake of 52 shares — an estimated $79 sold.

True Wealth Design first reported a position in GOCO in Q2 2025 and held it in 4 quarters. The position peaked at $401 in Q3 2025. 2 funds tracked by Wall St. Rank hold GOCO as of Q2 2026.

True Wealth Design reported no remaining GoHealth position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 52 GoHealth shares in Q2 2026, an estimated $79.
True Wealth Design first reported a position in GoHealth in Q2 2025 and held it in 4 quarters.
True Wealth Design's GoHealth position peaked at $401 in Q3 2025.
2 funds tracked by Wall St. Rank held GoHealth as of Q2 2026.

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