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True Wealth Design’s Cadeler CDLR Stock Holding History

True Wealth Design’s Portfolio CDLR Stock Details CDLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$176 Buy
+8
New +$203 ﹤0.01% 2470
2026
Q1 		– Sell
-2
Closed -$38 – 2720
2025
Q4 		$38 Sell
2
-2
-50% -$37 ﹤0.01% 2435
2025
Q3 		$83 Sell
4
-1
-20% -$21 ﹤0.01% 2487
2025
Q2 		$100 Buy
5
+3
+150% +$61 ﹤0.01% 2236
2025
Q1 		$40 Hold
2
– – ﹤0.01% 2436
2024
Q4 		$45 Buy
2
+1
+100% +$25 ﹤0.01% 1315
2024
Q3 		$29 Buy
+1
New +$26 ﹤0.01% 1264

Other funds holding CDLR

NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

True Wealth Design's CDLR Position: Q2 2026 in Review

True Wealth Design opened a new position in Cadeler (CDLR) in Q2 2026: 8 shares worth $176. The stake represents ﹤0.01% of the portfolio and ranks #2470 among its holdings. This is a return to the name: True Wealth Design previously reported a position in CDLR as recently as Q4 2025.

True Wealth Design first reported a position in CDLR in Q3 2024 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold CDLR as of Q2 2026.

  • True Wealth Design held 8 shares of Cadeler worth $176 as of Q2 2026.
  • Cadeler was a new True Wealth Design position in Q2 2026.
  • Cadeler made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2470 holding.
  • True Wealth Design first reported a position in Cadeler in Q3 2024 and has held it in 7 quarters since.
  • 14 funds tracked by Wall St. Rank held Cadeler as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.