True Wealth Design
TVGN icon

True Wealth Design’s Tevogen Inc TVGN Stock Holding History

True Wealth Design’s Portfolio TVGN Stock Details TVGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14 Sell
2
-11
-85% -$70 ﹤0.01% 2560
2026
Q2 		$74 Buy
+13
New +$104 ﹤0.01% 2571
2025
Q3 		– Hold
0
– -$25 – 2910
2025
Q2 		– Sell
-1
Closed -$57 – 2493
2025
Q1 		$56 Buy
+1
New +$66 ﹤0.01% 2356

Other funds holding TVGN

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

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

True Wealth Design reduced its Tevogen Inc (TVGN) stake by 85% in Q3 2026, selling an estimated $70 and leaving 2 shares worth $14. The position accounts for ﹤0.01% of the portfolio, ranked #2560.

True Wealth Design first reported a position in TVGN in Q1 2025 and has held it in 3 quarters since. The position peaked at $74 in Q2 2026. 21 funds tracked by Wall St. Rank hold TVGN as of Q3 2026.

  • True Wealth Design held 2 shares of Tevogen Inc worth $14 as of Q3 2026.
  • True Wealth Design sold 11 Tevogen Inc shares in Q3 2026, an estimated $70.
  • Tevogen Inc made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2560 holding.
  • True Wealth Design first reported a position in Tevogen Inc in Q1 2025 and has held it in 3 quarters since.
  • True Wealth Design's Tevogen Inc position peaked at $74 in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Tevogen Inc as of Q3 2026.

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