True Wealth Design
ABX icon

True Wealth Design’s Abacus Global Management ABX Stock Holding History

True Wealth Design’s Portfolio ABX Stock Details ABX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$847 Hold
105
– – ﹤0.01% 1983
2026
Q2 		$1.12K Sell
105
-22
-17% -$201 ﹤0.01% 1935
2026
Q1 		$1K Hold
127
– – ﹤0.01% 1803
2025
Q4 		$1.09K Sell
127
-157
-55% -$1.03K ﹤0.01% 1677
2025
Q3 		$1.63K Buy
+284
New +$1.69K ﹤0.01% 1544

Other funds holding ABX

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's ABX Position: Q3 2026 in Review

True Wealth Design held its Abacus Global Management (ABX) position steady in Q3 2026 at 105 shares worth $847. The position accounts for ﹤0.01% of the portfolio, ranked #1983.

True Wealth Design first reported a position in ABX in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.63K in Q3 2025. 9 funds tracked by Wall St. Rank hold ABX as of Q3 2026.

  • True Wealth Design held 105 shares of Abacus Global Management worth $847 as of Q3 2026.
  • True Wealth Design left its Abacus Global Management share count unchanged in Q3 2026.
  • Abacus Global Management made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1983 holding.
  • True Wealth Design first reported a position in Abacus Global Management in Q3 2025 and has held it in 5 quarters since.
  • True Wealth Design's Abacus Global Management position peaked at $1.63K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Abacus Global Management as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.