True Wealth Design’s Circle8 Group CIRC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$223	Buy	242 +229	+1,762%	+$361	﹤0.01%	2427
2026 Q1	$40	Buy	+13	New	+$41	﹤0.01%	2582
2025 Q4	–	Sell	-2	Closed	-$7	–	2874
2025 Q3	$7	Buy	+2	New	+$6	﹤0.01%	2703

Other funds holding CIRC

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

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

True Wealth Design increased its Circle8 Group (CIRC) stake by 1,762% in Q2 2026, buying an estimated $361 and bringing the position to 242 shares worth $223. The position accounts for ﹤0.01% of the portfolio, ranked #2427.

True Wealth Design first reported a position in CIRC in Q3 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold CIRC as of Q2 2026.

True Wealth Design held 242 shares of Circle8 Group worth $223 as of Q2 2026.
True Wealth Design bought 229 Circle8 Group shares in Q2 2026, an estimated $361.
Circle8 Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2427 holding.
True Wealth Design first reported a position in Circle8 Group in Q3 2025 and has held it in 3 quarters since.
48 funds tracked by Wall St. Rank held Circle8 Group as of Q2 2026.

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