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True Wealth Design’s Bel Fuse Inc Class B BELFB Stock Holding History

True Wealth Design’s Portfolio BELFB Stock Details BELFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.42K Hold
14
– – ﹤0.01% 1481
2026
Q2 		$4.66K Sell
14
-5
-26% -$1.35K ﹤0.01% 1360
2026
Q1 		$3.76K Hold
19
– – ﹤0.01% 1315
2025
Q4 		$3.22K Hold
19
– – ﹤0.01% 1265
2025
Q3 		$2.68K Hold
19
– – ﹤0.01% 1362
2025
Q2 		$1.86K Buy
19
+12
+171% +$906 ﹤0.01% 1210
2025
Q1 		$525 Buy
+7
New +$559 ﹤0.01% 1523

Other funds holding BELFB

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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 BELFB Position: Q3 2026 in Review

True Wealth Design held its Bel Fuse Inc Class B (BELFB) position steady in Q3 2026 at 14 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

True Wealth Design first reported a position in BELFB in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.66K in Q2 2026. 13 funds tracked by Wall St. Rank hold BELFB as of Q3 2026.

  • True Wealth Design held 14 shares of Bel Fuse Inc Class B worth $3.42K as of Q3 2026.
  • True Wealth Design left its Bel Fuse Inc Class B share count unchanged in Q3 2026.
  • Bel Fuse Inc Class B made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1481 holding.
  • True Wealth Design first reported a position in Bel Fuse Inc Class B in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Bel Fuse Inc Class B position peaked at $4.66K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q3 2026.

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