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 Q3	–	Sell	-242	Closed	-$223	–	2817
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

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

True Wealth Design sold out of Circle8 Group (CIRC) in Q3 2026, closing a stake of 242 shares — an estimated $223 sold.

True Wealth Design first reported a position in CIRC in Q3 2025 and held it in 3 quarters. The position peaked at $223 in Q2 2026. 2 funds tracked by Wall St. Rank hold CIRC as of Q3 2026.

True Wealth Design reported no remaining Circle8 Group position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 242 Circle8 Group shares in Q3 2026, an estimated $223.
True Wealth Design first reported a position in Circle8 Group in Q3 2025 and held it in 3 quarters.
True Wealth Design's Circle8 Group position peaked at $223 in Q2 2026.
2 funds tracked by Wall St. Rank held Circle8 Group as of Q3 2026.

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