True Wealth Design’s Progyny PGNY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.84K	Hold	232	–	–	﹤0.01%	1287
2026 Q2	$6.69K	Buy	232 +36	+18%	+$804	﹤0.01%	1204
2026 Q1	$3.33K	Buy	+196	New	+$4.2K	﹤0.01%	1361
2025 Q4	–	Sell	-431	Closed	-$9.28K	–	2760
2025 Q3	$9.28K	Buy	431 +12	+3%	+$273	﹤0.01%	860
2025 Q2	$9.22K	Sell	419 -214	-34%	-$4.69K	﹤0.01%	612
2025 Q1	$14.1K	Buy	+633	New	+$13.6K	0.01%	402

Other funds holding PGNY

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

MEAC

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

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

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

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

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

True Wealth Design held its Progyny (PGNY) position steady in Q3 2026 at 232 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

True Wealth Design first reported a position in PGNY in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.1K in Q1 2025. 17 funds tracked by Wall St. Rank hold PGNY as of Q3 2026.

True Wealth Design held 232 shares of Progyny worth $5.84K as of Q3 2026.
True Wealth Design left its Progyny share count unchanged in Q3 2026.
Progyny made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1287 holding.
True Wealth Design first reported a position in Progyny in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's Progyny position peaked at $14.1K in Q1 2025.
17 funds tracked by Wall St. Rank held Progyny as of Q3 2026.

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