True Wealth Design’s InnovAge Holding INNV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$60	Sell	5 -1	-17%	-$8	﹤0.01%	2585
2026 Q1	$49	Hold	6	–	–	﹤0.01%	2568
2025 Q4	$32	Buy	6 +1	+20%	+$5	﹤0.01%	2458
2025 Q3	$26	Sell	5 -15	-75%	-$61	﹤0.01%	2645
2025 Q2	$74	Sell	20 -14	-41%	-$49	﹤0.01%	2308
2025 Q1	$102	Buy	+34	New	+$117	﹤0.01%	2186

Other funds holding INNV

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

True Wealth Design reduced its InnovAge Holding (INNV) stake by 17% in Q2 2026, selling an estimated $8 and leaving 5 shares worth $60. The position accounts for ﹤0.01% of the portfolio, ranked #2585.

True Wealth Design first reported a position in INNV in Q1 2025 and has held it in 6 quarters since. The position peaked at $102 in Q1 2025. 3 funds tracked by Wall St. Rank hold INNV as of Q2 2026.

True Wealth Design held 5 shares of InnovAge Holding worth $60 as of Q2 2026.
True Wealth Design sold 1 InnovAge Holding share in Q2 2026, an estimated $8.
InnovAge Holding made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2585 holding.
True Wealth Design first reported a position in InnovAge Holding in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's InnovAge Holding position peaked at $102 in Q1 2025.
3 funds tracked by Wall St. Rank held InnovAge Holding as of Q2 2026.

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