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Disclosery

True Wealth Design, LLC: GEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of True Wealth Design, LLC on GEN, newest first. How the timeline and the estimate are built.

True Wealth Design, LLC held 1,004 GEN shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,004 shares
    Change vs previous 13F +697 shares

    0.01% of the 13F portfolio, value $24,990.

    13F-HR 0001966033-26-000004 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 307 shares
    Change vs previous 13F -423 shares

    <0.01% of the 13F portfolio, value $5,781.

    13F-HR 0001966033-26-000003 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 730 shares
    Change vs previous 13F -374 shares

    0.01% of the 13F portfolio, value $19,849.

    13F-HR 0001966033-26-000001 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,104 shares
    Change vs previous 13F +529 shares

    0.01% of the 13F portfolio, value $31,343.

    13F-HR 0001966033-25-000008 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 575 shares
    Change vs previous 13F -1,040 shares

    0.01% of the 13F portfolio, value $16,905.

    13F-HR 0001966033-25-000004 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,615 shares
    Change vs previous 13F +376 shares

    0.02% of the 13F portfolio, value $42,863.

    13F-HR 0001966033-25-000003 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,239 shares
    Change vs previous 13F +46 shares

    0.01% of the 13F portfolio, value $33,924.

    13F-HR 0001966033-25-000001 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,193 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $32,724.

    13F-HR 0001966033-24-000005 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).