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True Wealth Design’s Taysha Gene Therapies TSHA Stock Holding History

True Wealth Design’s Portfolio TSHA Stock Details TSHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$147 Hold
30
– – ﹤0.01% 2396
2026
Q2 		$205 Hold
30
– – ﹤0.01% 2443
2026
Q1 		$135 Hold
30
– – ﹤0.01% 2412
2025
Q4 		$165 Hold
30
– – ﹤0.01% 2262
2025
Q3 		$99 Hold
30
– – ﹤0.01% 2447
2025
Q2 		$70 Sell
30
-102
-77% -$222 ﹤0.01% 2324
2025
Q1 		$184 Buy
+132
New +$221 ﹤0.01% 1990

Other funds holding TSHA

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

True Wealth Design held its Taysha Gene Therapies (TSHA) position steady in Q3 2026 at 30 shares worth $147. The position accounts for ﹤0.01% of the portfolio, ranked #2396.

True Wealth Design first reported a position in TSHA in Q1 2025 and has held it in 7 quarters since. The position peaked at $205 in Q2 2026. 7 funds tracked by Wall St. Rank hold TSHA as of Q3 2026.

  • True Wealth Design held 30 shares of Taysha Gene Therapies worth $147 as of Q3 2026.
  • True Wealth Design left its Taysha Gene Therapies share count unchanged in Q3 2026.
  • Taysha Gene Therapies made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2396 holding.
  • True Wealth Design first reported a position in Taysha Gene Therapies in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Taysha Gene Therapies position peaked at $205 in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Taysha Gene Therapies as of Q3 2026.

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