True Wealth Design’s Biote Corp BTMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-109	Closed	-$207	–	2620
2026 Q2	$207	Buy	109 +82	+304%	+$169	﹤0.01%	2440
2026 Q1	$37	Sell	27 -14	-34%	-$28	﹤0.01%	2586
2025 Q4	$107	Buy	41 +17	+71%	+$46	﹤0.01%	2329
2025 Q3	$72	Sell	24 -114	-83%	-$407	﹤0.01%	2516
2025 Q2	$555	Buy	138 +111	+411%	+$410	﹤0.01%	1699
2025 Q1	$90	Buy	+27	New	+$129	﹤0.01%	2226

Other funds holding BTMD

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

True Wealth Design sold out of Biote Corp (BTMD) in Q3 2026, closing a stake of 109 shares — an estimated $207 sold.

True Wealth Design first reported a position in BTMD in Q1 2025 and held it in 6 quarters. The position peaked at $555 in Q2 2025. 5 funds tracked by Wall St. Rank hold BTMD as of Q3 2026.

True Wealth Design reported no remaining Biote Corp position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 109 Biote Corp shares in Q3 2026, an estimated $207.
True Wealth Design first reported a position in Biote Corp in Q1 2025 and held it in 6 quarters.
True Wealth Design's Biote Corp position peaked at $555 in Q2 2025.
5 funds tracked by Wall St. Rank held Biote Corp as of Q3 2026.

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