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
ARAY
Accuray Inc

Healthcare
-7
- 28.0%
$1.07 - $1.81 $7.49 - $12.7
18 $15K
First Svgs Finl Group Inc
-1
- 8.33%
N/A
11 $351K
FFBC
First Financial Bancorp

Financial Services
-1
- 9.09%
$23.26 - $26.07 $23.3 - $26.1
10 $251K
FHTX
Foghorn Therapeutics Inc.

Healthcare
-6
- 54.55%
$3.53 - $4.93 $21.2 - $29.6
5 $27K
Vivid Seats Inc
-1
- 50.0%
N/A
1 $8K
PEBK
Peoples Bancorp Of North Carolina Inc

Financial Services
-1
- 50.0%
$28.42 - $32.23 $28.4 - $32.2
1 $37K
NKSH
National Bankshares Inc

Financial Services
-1
- 50.0%
$27.18 - $30.05 $27.2 - $30.1
1 $34K
RRBI
Red River Bancshares Inc

Financial Services
-1
- 14.29%
$61.75 - $68.11 $61.8 - $68.1
6 $429K
GMAB
Genmab A/S

Healthcare
-2
- 0.68%
$28.61 - $33.56 $57.2 - $67.1
291 $8.96M
Sb Finl Group Inc
-2
- 28.57%
N/A
5 $112K
GENC
Gencor Industries Inc

Industrials
-1
- 16.67%
$13.28 - $14.54 $13.3 - $14.5
5 $65K
FSBC
Five Star Bancorp

Financial Services
-2
- 14.29%
$31.11 - $37.23 $62.2 - $74.5
12 $430K
PINE
Alpine Income Property Trust, Inc.

Real Estate
-2
- 33.33%
$13.18 - $16.48 $26.4 - $33
4 $67K
OVLY
Oak Valley Bancorp

Financial Services
-1
- 16.67%
$25.62 - $29.21 $25.6 - $29.2
5 $151K
ESCA
Escalade Inc

Consumer Cyclical
-2
- 20.0%
$11.41 - $12.91 $22.8 - $25.8
8 $108K
CNO
Cno Financial Group, Inc.

Financial Services
-2
- 8.7%
$38.49 - $41.64 $77 - $83.3
21 $889K
WDS
Woodside Energy Group LTD

Energy
-10
- 3.92%
$14.28 - $17.6 $143 - $176
245 $3.82M
ONTF
On24 Inc.

Technology
-6
- 42.86%
$4.94 - $5.7 $29.6 - $34.2
8 $64K
GNE
Genie Energy Ltd.

Utilities
-1
- 33.33%
$14.51 - $16.14 $14.5 - $16.1
2 $28K
HFFG
Hf Foods Group Inc.

Consumer Defensive
-4
- 50.0%
$2.13 - $2.82 $8.52 - $11.3
4 $9K
RCEL
Avita Medical, Inc.

Healthcare
-2
- 50.0%
$3.4 - $5.61 $6.8 - $11.2
2 $7K
Logistic Properties Of The A
-2
- 66.67%
N/A
1 $3K
EEX
Emerald Holding, Inc.

Communication Services
-1
- 9.09%
$4.0 - $5.01 $4 - $5.01
10 $45K
TUSK
Mammoth Energy Services, Inc.

Industrials
-4
- 50.0%
$1.9 - $2.33 $7.6 - $9.32
4 $8K
CLPR
Clipper Realty Inc.

Real Estate
-3
- 60.0%
$3.71 - $4.2 $11.1 - $12.6
2 $8K
MYPS
Playstudios, Inc.

Communication Services
-9
- 75.0%
$0.68 - $0.97 $6.12 - $8.73
3 $2K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
-1
- 5.26%
$24.91 - $28.63 $24.9 - $28.6
18 $537K
Alti Global Inc
-13
- 28.26%
N/A
33 $154K
CVGI
Commercial Vehicle Group, Inc.

Consumer Cyclical
-5
- 62.5%
$1.34 - $1.76 $6.7 - $8.8
3 $5K
SFST
Southern First Bancshares Inc

Financial Services
-2
- 15.38%
$41.15 - $48.63 $82.3 - $97.3
11 $567K
ECVT
Ecovyst Inc.

Basic Materials
-17
- 10.3%
$7.84 - $8.84 $133 - $150
148 $1.44M
POWW
Ammo, Inc.

Industrials
-8
- 22.86%
$1.45 - $1.87 $11.6 - $15
27 $47K
LFT
Lument Finance Trust, Inc.

Real Estate
-1
- 33.33%
$1.49 - $2.01 $1.49 - $2.01
2 $3K
Kodiak Gas Svcs Inc
-1
- 1.27%
N/A
78 $2.92M
UBFO
United Security Bancshares

Financial Services
-1
- 10.0%
$8.47 - $9.77 $8.47 - $9.77
9 $91K
TTEC
Ttec Holdings, Inc.

Technology
-1
- 25.0%
$2.57 - $3.85 $2.57 - $3.85
3 $11K
TRUE
True Car, Inc.

Communication Services
-2
- 28.57%
$1.43 - $2.45 $2.86 - $4.9
5 $12K
CLBK
Columbia Financial, Inc.

Financial Services
-1
- 3.7%
$13.73 - $15.42 $13.7 - $15.4
26 $405K
CUK
Carnival PLC

Consumer Cyclical
-1
- 12.5%
$23.7 - $27.07 $23.7 - $27.1
7 $213K
CZWI
Citizens Community Bancorp Inc.

Financial Services
-1
- 9.09%
$15.12 - $16.9 $15.1 - $16.9
10 $179K
CBOE
Cboe Global Markets, Inc.

Financial Services
-1
- 2.27%
$232.68 - $260.88 $233 - $261
43 $10.8M
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
-1
- 2.38%
$9.93 - $11.12 $9.93 - $11.1
41 $468K
PBFS
Pioneer Bancorp, Inc.

Financial Services
-1
- 2.44%
$13.01 - $13.48 $13 - $13.5
40 $540K
BOKF
Bok Financial Corp

Financial Services
-1
- 5.56%
$104.31 - $115.53 $104 - $116
17 $2.01M
FNWD
Finward Bancorp

Financial Services
-1
- 6.67%
N/A
14 $493K
SCCO
Southern Copper Corp

Basic Materials
-1
- 14.29%
$122.64 - $141.68 $123 - $142
6 $861K
POR
Portland General Electric CO

Utilities
-1
- 6.67%
$42.86 - $50.52 $42.9 - $50.5
14 $672K
PKBK
Parke Bancorp, Inc.

Financial Services
-1
- 9.09%
$20.16 - $22.06 $20.2 - $22.1
10 $251K
Community West Bancshares Ne
-1
- 4.35%
N/A
22 $495K
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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