True Wealth Design, LLC Purchases in Q4 2025

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GBTG
Global Business Travel Group, Inc.

Technology
24
+ 2400.0%
$7.17 - $8.13 $172 - $195
25 $192K
GRAB
Grab Holdings LTD

Technology
65
+ 47.45%
$5.41 - $6.39 $352 - $415
202 $1.01M
ALLO
Allogene Therapeutics, Inc.

Healthcare
112
+ 51.85%
$1.05 - $1.51 $118 - $169
328 $450K
CPA
Copa Holdings, S.A.

Industrials
1
+ 2.94%
$117.59 - $128.07 $118 - $128
35 $4.22M
MLAB
Mesa Laboratories Inc

Technology
2
+ 100.0%
$67.73 - $81.83 $135 - $164
4 $314K
PX
P10, Inc.

Financial Services
18
New
$9.88 - $10.95 $178 - $197
18 $177K
Hudson Pac Pptys Inc
16
New
N/A
16 $174K
Centrais Elet Bras Sa
20
New
N/A
20 $173K
CSTL
Castle Biosciences Inc

Healthcare
4
+ 400.0%
$22.14 - $34.97 $88.6 - $140
5 $195K
EGHT
8 X8 Inc

Technology
132
+ 22.15%
$1.77 - $2.12 $234 - $280
728 $1.44M
BCBP
Bcb Bancorp Inc

Financial Services
33
+ 20.5%
$7.62 - $8.66 $251 - $286
194 $1.57M
YEXT
Yext, Inc.

Technology
34
+ 14.35%
$8.25 - $8.68 $281 - $295
271 $2.19M
Atmus Filtration Technologie
3
+ 300.0%
N/A
4 $208K
Uniti Group LLC
23
New
N/A
23 $162K
Voyager Technologies Inc
6
New
N/A
6 $157K
Slide Ins Hldgs Inc
8
New
N/A
8 $156K
GENI
Genius Sports LTD

Communication Services
14
New
$9.65 - $12.24 $135 - $171
14 $155K
IMXI
International Money Express, Inc.

Technology
2
+ 2.3%
$13.93 - $15.17 $27.9 - $30.3
89 $1.37M
PAGS
Pag Seguro Digital Ltd.

Technology
22
+ 12.5%
$8.75 - $9.95 $193 - $219
198 $1.91M
PMTS
Cpi Card Group Inc.

Financial Services
10
New
$13.28 - $17.53 $133 - $175
10 $147K
TALO
Talos Energy Inc.

Energy
4
+ 5.63%
$9.05 - $10.84 $36.2 - $43.4
75 $827K
HVT
Haverty Furniture Companies Inc

Consumer Cyclical
5
+ 31.25%
$19.99 - $22.95 $99.9 - $115
21 $491K
Super Micro Computer Inc
15
+ 93.75%
N/A
31 $908K
TRS
Trimas Corp

Consumer Cyclical
6
+ 26.09%
$31.08 - $39.95 $186 - $240
29 $1.03M
DNUT
Krispy Kreme, Inc.

Consumer Defensive
8
+ 1.14%
$3.22 - $4.36 $25.8 - $34.9
712 $2.86M
OMCL
Omnicell, Inc

Healthcare
3
New
$29.42 - $37.11 $88.3 - $111
3 $136K
BJRI
B Js Restaurants Inc

Consumer Cyclical
3
+ 150.0%
$28.69 - $37.2 $86.1 - $112
5 $197K
IONQ
Ion Q, Inc.

Technology
3
New
$45.4 - $82.09 $136 - $246
3 $135K
SIGA
Siga Technologies Inc

Healthcare
25
+ 416.67%
$6.0 - $9.23 $150 - $231
31 $190K
FYBR
Frontier Communications Parent, Inc.

Communication Services
3
+ 12.0%
$37.31 - $37.96 $112 - $114
28 $1.07M
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
24
+ 22.22%
N/A
132 $1.1M
PNTG
Pennant Group, Inc.

Healthcare
4
+ 80.0%
$23.64 - $25.89 $94.6 - $104
9 $254K
Atlanta Braves Hldgs Inc
4
+ 23.53%
N/A
21 $829K
MTW
Manitowoc CO Inc

Industrials
7
+ 36.84%
$10.0 - $11.55 $70 - $80.9
26 $312K
BGNE
Bei Gene, Ltd.

Healthcare
1
+ 20.0%
N/A
6 $1.82M
BRCC
Brc Inc.

Consumer Defensive
262
+ 68.41%
$1.22 - $1.57 $320 - $411
645 $716K
NEO
Neogenomics Inc

Healthcare
10
New
$8.72 - $10.67 $87.2 - $107
10 $118K
STEL
Stellar Bancorp Inc
1
+ 0.69%
N/A
146 $4.52M
CCSI
Consensus Cloud Solutions, Inc.

Technology
17
+ 50.0%
$22.37 - $29.72 $380 - $505
51 $1.11M
CIVB
Civista Bancshares, Inc.

Financial Services
4
+ 25.0%
$19.97 - $22.18 $79.9 - $88.7
20 $445K
INSE
Inspired Entertainment, Inc.

Consumer Cyclical
12
New
$7.39 - $9.45 $88.7 - $113
12 $113K
Gci Liberty Inc
3
+ 42.86%
N/A
10 $373K
CMTG
Claros Mortgage Trust, Inc.

Real Estate
36
New
$3.04 - $3.58 $109 - $129
36 $111K
FMBH
First Mid Bancshares, Inc.

Financial Services
2
+ 7.14%
$34.98 - $37.65 $70 - $75.3
30 $1.17M
DGICA
Donegal Group Inc

Financial Services
3
+ 3.75%
$18.38 - $19.98 $55.1 - $59.9
83 $1.66M
RDW
Redwire Corp

Industrials
14
New
$5.53 - $11.22 $77.4 - $157
14 $107K
Teekay Corporation LTD
8
+ 19.51%
N/A
49 $443K
LOCO
El Pollo Loco Holdings, Inc.

Consumer Cyclical
10
+ 333.33%
$9.06 - $10.93 $90.6 - $109
13 $136K
PBRA
Petroleo Bras Ads (Ea Reptg 2
19
+ 9.64%
N/A
216 $2.44M
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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