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True Wealth Design’s Montana Technologies Corp AIRJ Stock Holding History

True Wealth Design’s Portfolio AIRJ Stock Details AIRJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$936 Sell
240
-87
-27% -$405 ﹤0.01% 1948
2026
Q2 		$1.81K Buy
327
+194
+146% +$752 ﹤0.01% 1728
2026
Q1 		$334 Buy
+133
New +$449 ﹤0.01% 2190
2025
Q4 		– Sell
-46
Closed -$216 – 2864
2025
Q3 		$216 Buy
+46
New +$216 ﹤0.01% 2283

Other funds holding AIRJ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

True Wealth Design reduced its Montana Technologies Corp (AIRJ) stake by 27% in Q3 2026, selling an estimated $405 and leaving 240 shares worth $936. The position accounts for ﹤0.01% of the portfolio, ranked #1948.

True Wealth Design first reported a position in AIRJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.81K in Q2 2026. 7 funds tracked by Wall St. Rank hold AIRJ as of Q3 2026.

  • True Wealth Design held 240 shares of Montana Technologies Corp worth $936 as of Q3 2026.
  • True Wealth Design sold 87 Montana Technologies Corp shares in Q3 2026, an estimated $405.
  • Montana Technologies Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1948 holding.
  • True Wealth Design first reported a position in Montana Technologies Corp in Q3 2025 and has held it in 4 quarters since.
  • True Wealth Design's Montana Technologies Corp position peaked at $1.81K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Montana Technologies Corp as of Q3 2026.

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