True Wealth Design’s Ocugen OCGN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-244	Closed	-$237	–	2831
2025 Q2	$237	Buy	244 +98	+67%	+$81	﹤0.01%	2017
2025 Q1	$104	Buy	+146	New	+$101	﹤0.01%	2181

Other funds holding OCGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

True Wealth Design's OCGN Position: Q3 2025 in Review

True Wealth Design sold out of Ocugen (OCGN) in Q3 2025, closing a stake of 244 shares — an estimated $237 sold.

True Wealth Design first reported a position in OCGN in Q1 2025 and held it in 2 quarters. The position peaked at $237 in Q2 2025. 97 funds tracked by Wall St. Rank hold OCGN as of Q3 2025.

True Wealth Design reported no remaining Ocugen position as of Q3 2025 after selling out during the quarter.
True Wealth Design sold 244 Ocugen shares in Q3 2025, an estimated $237.
True Wealth Design first reported a position in Ocugen in Q1 2025 and held it in 2 quarters.
True Wealth Design's Ocugen position peaked at $237 in Q2 2025.
97 funds tracked by Wall St. Rank held Ocugen as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.