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True Wealth Design’s Clarus CLAR Stock Holding History

True Wealth Design’s Portfolio CLAR Stock Details CLAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$62 Sell
18
-99
-85% -$347 ﹤0.01% 2494
2026
Q2 		$369 Buy
117
+115
+5,750% +$331 ﹤0.01% 2305
2026
Q1 		$6 Sell
2
-2
-50% -$7 ﹤0.01% 2685
2025
Q4 		$14 Sell
4
-10
-71% -$34 ﹤0.01% 2503
2025
Q3 		$49 Sell
14
-45
-76% -$163 ﹤0.01% 2575
2025
Q2 		$205 Sell
59
-139
-70% -$471 ﹤0.01% 2063
2025
Q1 		$743 Sell
198
-58
-23% -$260 ﹤0.01% 1388
2024
Q4 		$1.16K Buy
+256
New +$1.15K ﹤0.01% 892

Other funds holding CLAR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

True Wealth Design reduced its Clarus (CLAR) stake by 85% in Q3 2026, selling an estimated $347 and leaving 18 shares worth $62. The position accounts for ﹤0.01% of the portfolio, ranked #2494.

True Wealth Design first reported a position in CLAR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.16K in Q4 2024. 6 funds tracked by Wall St. Rank hold CLAR as of Q3 2026.

  • True Wealth Design held 18 shares of Clarus worth $62 as of Q3 2026.
  • True Wealth Design sold 99 Clarus shares in Q3 2026, an estimated $347.
  • Clarus made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2494 holding.
  • True Wealth Design first reported a position in Clarus in Q4 2024 and has held it in 8 quarters since.
  • True Wealth Design's Clarus position peaked at $1.16K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Clarus as of Q3 2026.

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