TWD
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True Wealth Design’s Bullish BLSH Stock Holding History

True Wealth Design’s Portfolio BLSH Stock Details BLSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.65K Buy
+248
New +$7.21K ﹤0.01% 1135
2026
Q2 		– Sell
-16
Closed -$572 – 2939
2026
Q1 		$572 Buy
+16
New +$561 ﹤0.01% 2009

Other funds holding BLSH

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

True Wealth Design opened a new position in Bullish (BLSH) in Q3 2026: 248 shares worth $8.65K. The stake represents ﹤0.01% of the portfolio and ranks #1135 among its holdings. This is a return to the name: True Wealth Design previously reported a position in BLSH as recently as Q1 2026.

True Wealth Design first reported a position in BLSH in Q1 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold BLSH as of Q3 2026.

  • True Wealth Design held 248 shares of Bullish worth $8.65K as of Q3 2026.
  • Bullish was a new True Wealth Design position in Q3 2026.
  • Bullish made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1135 holding.
  • True Wealth Design first reported a position in Bullish in Q1 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Bullish as of Q3 2026.

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