True Wealth Design, LLC Sells in Q4 2025

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
OB
Outbrain Inc.

Communication Services
-57
- 85.07%
N/A
10 $8K
NMRK
Newmark Group, Inc.

Real Estate
-4
- 16.67%
$16.42 - $19.48 $65.7 - $77.9
20 $347K
PLXS
Plexus Corp

Technology
-1
- 5.0%
$133.69 - $151.16 $134 - $151
19 $2.79M
LEGH
Legacy Housing Corp

Consumer Cyclical
-3
- 60.0%
$19.88 - $27.42 $59.6 - $82.3
2 $40K
Jakks Pac Inc
-5
- 71.43%
N/A
2 $34K
Spire Global Inc
-8
- 72.73%
N/A
3 $23K
RDNT
Rad Net, Inc.

Healthcare
-1
- 20.0%
$70.6 - $83.41 $70.6 - $83.4
4 $286K
ADES
Advanced Emissions Solutions, Inc.

Industrials
-9
- 52.94%
N/A
8 $27K
SXT
Sensient Technologies Corp

Basic Materials
-1
- 3.7%
$89.75 - $96.81 $89.8 - $96.8
26 $2.44M
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
-2
- 8.7%
$15.48 - $18.81 $31 - $37.6
21 $331K
DIBS
1stdibs.Com, Inc.

Consumer Cyclical
-43
- 87.76%
$2.55 - $4.95 $110 - $213
6 $36K
IOT
Samsara Inc.

Technology
-2
- 20.0%
$36.42 - $40.49 $72.8 - $81
8 $284K
MRCY
Mercury Systems Inc

Industrials
-1
- 33.33%
$70.85 - $84.0 $70.9 - $84
2 $147K
INGN
Inogen Inc

Healthcare
-2
- 4.0%
$6.88 - $8.95 $13.8 - $17.9
48 $323K
Smartstop Self Storag Reit I
-1
- 12.5%
N/A
7 $217K
NVGS
Navigator Holdings Ltd.

Energy
-6
- 54.55%
$14.4 - $17.65 $86.4 - $106
5 $87K
ASAN
Asana, Inc.

Technology
-8
- 10.67%
$12.65 - $15.19 $101 - $122
67 $919K
TEX
Terex Corp

Industrials
-2
- 16.67%
$44.7 - $58.48 $89.4 - $117
10 $534K
EA
Electronic Arts Inc.

Communication Services
-2
- 1.61%
$199.89 - $202.0 $400 - $404
122 $24.9M
NNI
Nelnet Inc

Financial Services
-1
- 14.29%
$125.99 - $132.69 $126 - $133
6 $798K
SYM
Symbotic Inc.

Financial Services
-2
- 28.57%
$58.1 - $81.83 $116 - $164
5 $298K
OSCR
Oscar Health, Inc.

Healthcare
-2
- 18.18%
$13.88 - $22.47 $27.8 - $44.9
9 $130K
ING
Ing Groep Nv

Financial Services
-34
- 7.47%
$23.66 - $26.51 $804 - $901
421 $11.8M
LOVE
Lovesac CO

Consumer Cyclical
-4
- 44.44%
$12.16 - $16.74 $48.6 - $67
5 $74K
AMBC
Ambac Financial Group Inc

Financial Services
-6
- 11.76%
$8.01 - $10.08 $48.1 - $60.5
45 $351K
CCBG
Capital City Bank Group Inc

Financial Services
-2
- 15.38%
$38.9 - $43.06 $77.8 - $86.1
11 $469K
EHTH
E Health, Inc.

Financial Services
-18
- 43.9%
$3.86 - $5.65 $69.5 - $102
23 $106K
RBB
Rbb Bancorp

Financial Services
-6
- 21.43%
N/A
22 $455K
CWCO
Consolidated Water Co. Ltd.

Utilities
-2
- 11.76%
$33.33 - $36.98 $66.7 - $74
15 $530K
GVA
Granite Construction Inc

Industrials
-1
- 12.5%
$98.5 - $109.25 $98.5 - $109
7 $810K
GCBC
Greene County Bancorp Inc

Financial Services
-3
- 37.5%
$21.5 - $23.11 $64.5 - $69.3
5 $112K
III
Information Services Group Inc.

Technology
-13
- 5.6%
$5.12 - $6.22 $66.6 - $80.9
219 $1.27M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
-1
- 11.11%
$75.29 - $82.04 $75.3 - $82
8 $639K
SPXC
Spx Corp

Industrials
-1
- 10.0%
$180.71 - $224.93 $181 - $225
9 $1.8M
Onity Group Inc
-3
- 25.0%
N/A
9 $413K
EPSN
Epsilon Energy Ltd.

Energy
-13
- 86.67%
$4.64 - $5.18 $60.3 - $67.3
2 $10K
BZH
Beazer Homes Usa Inc

Consumer Cyclical
-2
- 33.33%
$21.4 - $25.02 $42.8 - $50
4 $82K
HL
Hecla Mining CO

Basic Materials
-13
- 50.0%
$11.9 - $15.53 $155 - $202
13 $250K
BSVN
Bank7 Corp.

Financial Services
-1
- 25.0%
$40.9 - $46.78 $40.9 - $46.8
3 $123K
KRO
Kronos Worldwide Inc

Basic Materials
-10
- 76.92%
$4.4 - $5.72 $44 - $57.2
3 $14K
Bankfinancial Corp
-5
- 31.25%
N/A
11 $132K
CSR
Centerspace

Real Estate
-5
- 14.29%
$57.41 - $66.87 $287 - $334
30 $2M
MDV
Modiv Inc.

Real Estate
-4
- 66.67%
$14.19 - $14.84 $56.8 - $59.4
2 $29K
BHB
Bar Harbor Bankshares

Financial Services
-2
- 50.0%
$28.29 - $30.98 $56.6 - $62
2 $63K
MCBS
Metro City Bankshares, Inc.

Financial Services
-2
- 40.0%
$25.45 - $27.79 $50.9 - $55.6
3 $80K
PZZA
Papa Johns International Inc

Consumer Cyclical
-1
- 50.0%
$40.71 - $55.31 $40.7 - $55.3
1 $39K
DOLE
Dole PLC

Consumer Defensive
-14
- 14.29%
$12.68 - $13.95 $178 - $195
84 $1.26M
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
-36
- 42.35%
$1.25 - $1.64 $45 - $59
49 $57K
BARK
Bark, Inc.

Consumer Cyclical
-68
- 98.55%
$0.74 - $0.94 $50.3 - $63.9
1 $1K
Activity Summary
Buys All Purchases 1099 New Holdings 177 Increased Positions 922 Sells All Sells 997 Reductions 997 Sold out 0 Options Calls 0 Puts 0
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