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True Wealth Design’s Niagen Bioscience NAGE Stock Holding History

True Wealth Design’s Portfolio NAGE Stock Details NAGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-85
Closed -$272 – 2821
2026
Q2 		$272 Sell
85
-260
-75% -$1.05K ﹤0.01% 2379
2026
Q1 		$1.52K Sell
345
-162
-32% -$875 ﹤0.01% 1650
2025
Q4 		$3.23K Sell
507
-156
-24% -$1.08K ﹤0.01% 1264
2025
Q3 		$6.19K Buy
663
+70
+12% +$707 ﹤0.01% 999
2025
Q2 		$8.55K Buy
593
+518
+691% +$5.12K ﹤0.01% 633
2025
Q1 		$518 Buy
+75
New +$471 ﹤0.01% 1527

Other funds holding NAGE

SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 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
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
JTBR
James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

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

True Wealth Design sold out of Niagen Bioscience (NAGE) in Q3 2026, closing a stake of 85 shares — an estimated $272 sold.

True Wealth Design first reported a position in NAGE in Q1 2025 and held it in 6 quarters. The position peaked at $8.55K in Q2 2025. 8 funds tracked by Wall St. Rank hold NAGE as of Q3 2026.

  • True Wealth Design reported no remaining Niagen Bioscience position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 85 Niagen Bioscience shares in Q3 2026, an estimated $272.
  • True Wealth Design first reported a position in Niagen Bioscience in Q1 2025 and held it in 6 quarters.
  • True Wealth Design's Niagen Bioscience position peaked at $8.55K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Niagen Bioscience as of Q3 2026.

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