True Wealth Design’s Peabody Energy BTU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.56K	Hold	64	–	–	﹤0.01%	1771
2026 Q2	$1.48K	Sell	64 -21	-25%	-$558	﹤0.01%	1827
2026 Q1	$2.8K	Hold	85	–	–	﹤0.01%	1410
2025 Q4	$2.52K	Hold	85	–	–	﹤0.01%	1362
2025 Q3	$2.25K	Buy	85 +21	+33%	+$374	﹤0.01%	1413
2025 Q2	$859	Sell	64 -549	-90%	-$7.25K	﹤0.01%	1523
2025 Q1	$8.31K	Buy	+613	New	+$9.86K	﹤0.01%	529

Other funds holding BTU

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

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

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

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

True Wealth Design held its Peabody Energy (BTU) position steady in Q3 2026 at 64 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

True Wealth Design first reported a position in BTU in Q1 2025 and has held it in 7 quarters since. The position peaked at $8.31K in Q1 2025. 18 funds tracked by Wall St. Rank hold BTU as of Q3 2026.

True Wealth Design held 64 shares of Peabody Energy worth $1.56K as of Q3 2026.
True Wealth Design left its Peabody Energy share count unchanged in Q3 2026.
Peabody Energy made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1771 holding.
True Wealth Design first reported a position in Peabody Energy in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Peabody Energy position peaked at $8.31K in Q1 2025.
18 funds tracked by Wall St. Rank held Peabody Energy as of Q3 2026.

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