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True Wealth Design’s B&G Foods BGS Stock Holding History

True Wealth Design’s Portfolio BGS Stock Details BGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-766
Closed -$3.05K – 2608
2026
Q2 		$3.05K Sell
766
-71
-8% -$329 ﹤0.01% 1534
2026
Q1 		$4.03K Sell
837
-37
-4% -$179 ﹤0.01% 1282
2025
Q4 		$3.76K Sell
874
-197
-18% -$880 ﹤0.01% 1206
2025
Q3 		$4.74K Sell
1,071
-476
-31% -$2.08K ﹤0.01% 1096
2025
Q2 		$6.54K Buy
+1,547
New +$8.08K ﹤0.01% 711
2024
Q4 		– Sell
-211
Closed -$1.87K – 1374
2024
Q3 		$1.87K Buy
+211
New +$1.79K ﹤0.01% 812

Other funds holding BGS

SIM
SummerHaven Investment Management Stamford, Connecticut $137M AUM 42.53% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 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
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

True Wealth Design sold out of B&G Foods (BGS) in Q3 2026, closing a stake of 766 shares — an estimated $3.05K sold.

True Wealth Design first reported a position in BGS in Q3 2024 and held it in 6 quarters. The position peaked at $6.54K in Q2 2025. 14 funds tracked by Wall St. Rank hold BGS as of Q3 2026.

  • True Wealth Design reported no remaining B&G Foods position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 766 B&G Foods shares in Q3 2026, an estimated $3.05K.
  • True Wealth Design first reported a position in B&G Foods in Q3 2024 and held it in 6 quarters.
  • True Wealth Design's B&G Foods position peaked at $6.54K in Q2 2025.
  • 14 funds tracked by Wall St. Rank held B&G Foods as of Q3 2026.

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