True Wealth Design’s Alta Equipment Group ALTG Stock Holding History

True Wealth Design’s Portfolio ALTG Stock Details ALTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$493	Sell	81 -41	-34%	-$262	﹤0.01%	2135
2026 Q2	$790	Buy	122 +79	+184%	+$530	﹤0.01%	2067
2026 Q1	$231	Buy	43 +26	+153%	+$165	﹤0.01%	2300
2025 Q4	$79	Hold	17	–	–	﹤0.01%	2374
2025 Q3	$124	Hold	17	–	–	﹤0.01%	2410
2025 Q2	$108	Sell	17 -176	-91%	-$891	﹤0.01%	2221
2025 Q1	$906	Sell	193 -107	-36%	-$668	﹤0.01%	1299
2024 Q4	$1.96K	Buy	300 +284	+1,775%	+$1.98K	﹤0.01%	740
2024 Q3	$108	Buy	+16	New	+$123	﹤0.01%	1223

Other funds holding ALTG

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

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

True Wealth Design reduced its Alta Equipment Group (ALTG) stake by 34% in Q3 2026, selling an estimated $262 and leaving 81 shares worth $493. The position accounts for ﹤0.01% of the portfolio, ranked #2135.

True Wealth Design first reported a position in ALTG in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.96K in Q4 2024. 9 funds tracked by Wall St. Rank hold ALTG as of Q3 2026.

True Wealth Design held 81 shares of Alta Equipment Group worth $493 as of Q3 2026.
True Wealth Design sold 41 Alta Equipment Group shares in Q3 2026, an estimated $262.
Alta Equipment Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2135 holding.
True Wealth Design first reported a position in Alta Equipment Group in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's Alta Equipment Group position peaked at $1.96K in Q4 2024.
9 funds tracked by Wall St. Rank held Alta Equipment Group as of Q3 2026.

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