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 Q3	$132	Sell	6 -2	-25%	-$47	﹤0.01%	2408
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

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

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

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

True Wealth Design reduced its Cadeler (CDLR) stake by 25% in Q3 2026, selling an estimated $47 and leaving 6 shares worth $132. The position accounts for ﹤0.01% of the portfolio, ranked #2408.

True Wealth Design first reported a position in CDLR in Q3 2024 and has held it in 8 quarters since. The position peaked at $176 in Q2 2026. 6 funds tracked by Wall St. Rank hold CDLR as of Q3 2026.

True Wealth Design held 6 shares of Cadeler worth $132 as of Q3 2026.
True Wealth Design sold 2 Cadeler shares in Q3 2026, an estimated $47.
Cadeler made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2408 holding.
True Wealth Design first reported a position in Cadeler in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's Cadeler position peaked at $176 in Q2 2026.
6 funds tracked by Wall St. Rank held Cadeler as of Q3 2026.

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