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True Wealth Design’s AerSale ASLE Stock Holding History

True Wealth Design’s Portfolio ASLE Stock Details ASLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$158 Sell
30
-30
-50% -$175 ﹤0.01% 2383
2026
Q2 		$380 Buy
60
+59
+5,900% +$386 ﹤0.01% 2294
2026
Q1 		$7 Buy
+1
New +$7 ﹤0.01% 2682
2024
Q4 		– Sell
-12
Closed -$61 – 1367
2024
Q3 		$61 Buy
+12
New +$69 ﹤0.01% 1249

Other funds holding ASLE

ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

True Wealth Design reduced its AerSale (ASLE) stake by 50% in Q3 2026, selling an estimated $175 and leaving 30 shares worth $158. The position accounts for ﹤0.01% of the portfolio, ranked #2383.

True Wealth Design first reported a position in ASLE in Q3 2024 and has held it in 4 quarters since. The position peaked at $380 in Q2 2026. 8 funds tracked by Wall St. Rank hold ASLE as of Q3 2026.

  • True Wealth Design held 30 shares of AerSale worth $158 as of Q3 2026.
  • True Wealth Design sold 30 AerSale shares in Q3 2026, an estimated $175.
  • AerSale made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2383 holding.
  • True Wealth Design first reported a position in AerSale in Q3 2024 and has held it in 4 quarters since.
  • True Wealth Design's AerSale position peaked at $380 in Q2 2026.
  • 8 funds tracked by Wall St. Rank held AerSale as of Q3 2026.

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