True Wealth Design
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True Wealth Design’s ASE Group ASX Stock Holding History

True Wealth Design’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$48.6K Buy
1,092
+105
+11% +$4.11K 0.01% 515
2026
Q2 		$44.5K Buy
987
+44
+5% +$1.48K 0.01% 534
2026
Q1 		$20.4K Buy
943
+251
+36% +$5.28K 0.01% 709
2025
Q4 		$11.1K Buy
692
+302
+77% +$4.29K ﹤0.01% 815
2025
Q3 		$4.33K Buy
390
+197
+102% +$2.06K ﹤0.01% 1136
2025
Q2 		$1.99K Sell
193
-184
-49% -$1.72K ﹤0.01% 1188
2025
Q1 		$3.3K Buy
377
+64
+20% +$651 ﹤0.01% 821
2024
Q4 		$3.15K Buy
313
+66
+27% +$658 ﹤0.01% 630
2024
Q3 		$2.41K Buy
247
+52
+27% +$528 ﹤0.01% 738
2024
Q2 		$2.23K Buy
195
+22
+13% +$239 ﹤0.01% 352
2024
Q1 		$1.9K Buy
173
+77
+80% +$755 ﹤0.01% 355
2023
Q4 		$904 Sell
96
-105,117
-100% -$871K ﹤0.01% 371
2023
Q3 		$791K Sell
105,213
-5,824
-5% -$45.3K 0.26% 56
2023
Q2 		$865K Sell
111,037
-352
-0.3% -$2.71K 0.32% 43
2023
Q1 		$888K Sell
111,389
-4,936
-4% -$36.1K 0.37% 35
2022
Q4 		$729K Buy
+116,325
New +$681K 0.34% 80

Other funds holding ASX

Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
DCM
Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Gunderson Capital Management
Gunderson Capital Management Mt. Pleasant, South Carolina $359M AUM 176.83% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
VMS Asset Management
VMS Asset Management Hong Kong $264M AUM 207.42% 1-Year Est. Return
Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

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

True Wealth Design increased its ASE Group (ASX) stake by 11% in Q3 2026, buying an estimated $4.11K and bringing the position to 1,092 shares worth $48.6K. The position accounts for 0.01% of the portfolio, ranked #515.

True Wealth Design first reported a position in ASX in Q4 2022 and has held it in 16 quarters since. The position peaked at $888K in Q1 2023. 83 funds tracked by Wall St. Rank hold ASX as of Q3 2026.

  • True Wealth Design held 1,092 shares of ASE Group worth $48.6K as of Q3 2026.
  • True Wealth Design bought 105 ASE Group shares in Q3 2026, an estimated $4.11K.
  • ASE Group made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #515 holding.
  • True Wealth Design first reported a position in ASE Group in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's ASE Group position peaked at $888K in Q1 2023.
  • 83 funds tracked by Wall St. Rank held ASE Group as of Q3 2026.

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