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True Wealth Design’s Bel Fuse Inc Class A BELFA Stock Holding History

True Wealth Design’s Portfolio BELFA Stock Details BELFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1
Closed -$181 – 2680
2026
Q1 		$181 Hold
1
– – ﹤0.01% 2349
2025
Q4 		$152 Hold
1
– – ﹤0.01% 2272
2025
Q3 		$117 Hold
1
– – ﹤0.01% 2420
2025
Q2 		$90 Hold
1
– – ﹤0.01% 2268
2025
Q1 		$73 Buy
+1
New +$82 ﹤0.01% 2292

Other funds holding BELFA

TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

True Wealth Design's BELFA Position: Q2 2026 in Review

True Wealth Design sold out of Bel Fuse Inc Class A (BELFA) in Q2 2026, closing a stake of 1 share — an estimated $181 sold.

True Wealth Design first reported a position in BELFA in Q1 2025 and held it in 5 quarters. The position peaked at $181 in Q1 2026. 6 funds tracked by Wall St. Rank hold BELFA as of Q2 2026.

  • True Wealth Design reported no remaining Bel Fuse Inc Class A position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 1 Bel Fuse Inc Class A share in Q2 2026, an estimated $181.
  • True Wealth Design first reported a position in Bel Fuse Inc Class A in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's Bel Fuse Inc Class A position peaked at $181 in Q1 2026.
  • 6 funds tracked by Wall St. Rank held Bel Fuse Inc Class A as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.