True Wealth Design’s Organogenesis Holdings ORGO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$199	Sell	145 -61	-30%	-$120	﹤0.01%	2350
2026 Q2	$501	Sell	206 -413	-67%	-$1.01K	﹤0.01%	2203
2026 Q1	$1.47K	Sell	619 -89	-13%	-$308	﹤0.01%	1666
2025 Q4	$3.67K	Hold	708	–	–	﹤0.01%	1217
2025 Q3	$2.99K	Hold	708	–	–	﹤0.01%	1310
2025 Q2	$2.59K	Sell	708 -560	-44%	-$2.09K	﹤0.01%	1070
2025 Q1	$5.48K	Buy	1,268 +4	+0.3%	+$16	﹤0.01%	655
2024 Q4	$4.04K	Sell	1,264 -301	-19%	-$1.01K	﹤0.01%	572
2024 Q3	$4.48K	Buy	+1,565	New	+$4.39K	﹤0.01%	580

Other funds holding ORGO

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

True Wealth Design reduced its Organogenesis Holdings (ORGO) stake by 30% in Q3 2026, selling an estimated $120 and leaving 145 shares worth $199. The position accounts for ﹤0.01% of the portfolio, ranked #2350.

True Wealth Design first reported a position in ORGO in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.48K in Q1 2025. 12 funds tracked by Wall St. Rank hold ORGO as of Q3 2026.

True Wealth Design held 145 shares of Organogenesis Holdings worth $199 as of Q3 2026.
True Wealth Design sold 61 Organogenesis Holdings shares in Q3 2026, an estimated $120.
Organogenesis Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2350 holding.
True Wealth Design first reported a position in Organogenesis Holdings in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's Organogenesis Holdings position peaked at $5.48K in Q1 2025.
12 funds tracked by Wall St. Rank held Organogenesis Holdings as of Q3 2026.

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