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 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

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

RRA

Red Reef Advisors Boca Raton, Florida $108M AUM

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

True Wealth Design's TSHA Position: Q2 2026 in Review

True Wealth Design held its Taysha Gene Therapies (TSHA) position steady in Q2 2026 at 30 shares worth $205. The position accounts for ﹤0.01% of the portfolio, ranked #2443.

True Wealth Design first reported a position in TSHA in Q1 2025 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold TSHA as of Q2 2026.

True Wealth Design held 30 shares of Taysha Gene Therapies worth $205 as of Q2 2026.
True Wealth Design left its Taysha Gene Therapies share count unchanged in Q2 2026.
Taysha Gene Therapies made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2443 holding.
True Wealth Design first reported a position in Taysha Gene Therapies in Q1 2025 and has held it in 6 quarters since.
18 funds tracked by Wall St. Rank held Taysha Gene Therapies as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.