TWD
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True Wealth Design’s Tevogen Bio Holdings 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
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

GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

True Wealth Design opened a new position in Tevogen Bio Holdings (TVGN) in Q2 2026: 13 shares worth $74. The stake represents ﹤0.01% of the portfolio and ranks #2571 among its holdings. This is a return to the name: True Wealth Design previously reported a position in TVGN as recently as Q1 2025.

True Wealth Design first reported a position in TVGN in Q1 2025 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold TVGN as of Q2 2026.

  • True Wealth Design held 13 shares of Tevogen Bio Holdings worth $74 as of Q2 2026.
  • Tevogen Bio Holdings was a new True Wealth Design position in Q2 2026.
  • Tevogen Bio Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2571 holding.
  • True Wealth Design first reported a position in Tevogen Bio Holdings in Q1 2025 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held Tevogen Bio Holdings as of Q2 2026.

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