True Wealth Design’s Bally's BALY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$69	Sell	5 -30	-86%	-$362	﹤0.01%	2481
2026 Q2	$480	Buy	+35	New	+$446	﹤0.01%	2214
2026 Q1	–	Sell	-4	Closed	-$67	–	2712
2025 Q4	$67	Buy	+4	New	+$65	﹤0.01%	2388

Other funds holding BALY

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

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

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

True Wealth Design reduced its Bally's (BALY) stake by 86% in Q3 2026, selling an estimated $362 and leaving 5 shares worth $69. The position accounts for ﹤0.01% of the portfolio, ranked #2481.

True Wealth Design first reported a position in BALY in Q4 2025 and has held it in 3 quarters since. The position peaked at $480 in Q2 2026. 5 funds tracked by Wall St. Rank hold BALY as of Q3 2026.

True Wealth Design held 5 shares of Bally's worth $69 as of Q3 2026.
True Wealth Design sold 30 Bally's shares in Q3 2026, an estimated $362.
Bally's made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2481 holding.
True Wealth Design first reported a position in Bally's in Q4 2025 and has held it in 3 quarters since.
True Wealth Design's Bally's position peaked at $480 in Q2 2026.
5 funds tracked by Wall St. Rank held Bally's as of Q3 2026.

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