True Wealth Design’s Carter Bankshares CARE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.63K	Hold	88	–	–	﹤0.01%	1577
2026 Q2	$2.99K	Buy	88 +33	+60%	+$893	﹤0.01%	1539
2026 Q1	$1.28K	Buy	55 +1	+2%	+$21	﹤0.01%	1712
2025 Q4	$1.06K	Hold	54	–	–	﹤0.01%	1684
2025 Q3	$1.05K	Hold	54	–	–	﹤0.01%	1727
2025 Q2	$937	Buy	+54	New	+$855	﹤0.01%	1495

Other funds holding CARE

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 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

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

True Wealth Design held its Carter Bankshares (CARE) position steady in Q3 2026 at 88 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

True Wealth Design first reported a position in CARE in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.99K in Q2 2026. 4 funds tracked by Wall St. Rank hold CARE as of Q3 2026.

True Wealth Design held 88 shares of Carter Bankshares worth $2.63K as of Q3 2026.
True Wealth Design left its Carter Bankshares share count unchanged in Q3 2026.
Carter Bankshares made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1577 holding.
True Wealth Design first reported a position in Carter Bankshares in Q2 2025 and has held it in 6 quarters since.
True Wealth Design's Carter Bankshares position peaked at $2.99K in Q2 2026.
4 funds tracked by Wall St. Rank held Carter Bankshares as of Q3 2026.

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