True Wealth Design’s CNO Financial Group CNO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.44K	Buy	65 +13	+25%	+$704	﹤0.01%	1479
2026 Q2	$2.65K	Buy	+52	New	+$2.42K	﹤0.01%	1577
2026 Q1	–	Sell	-21	Closed	-$889	–	2732
2025 Q4	$889	Sell	21 -2	-9%	-$81	﹤0.01%	1750
2025 Q3	$907	Buy	23 +21	+1,050%	+$802	﹤0.01%	1780
2025 Q2	$78	Buy	+2	New	+$76	﹤0.01%	2298

Other funds holding CNO

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

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

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

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

True Wealth Design increased its CNO Financial Group (CNO) stake by 25% in Q3 2026, buying an estimated $704 and bringing the position to 65 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

True Wealth Design first reported a position in CNO in Q2 2025 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold CNO as of Q3 2026.

True Wealth Design held 65 shares of CNO Financial Group worth $3.44K as of Q3 2026.
True Wealth Design bought 13 CNO Financial Group shares in Q3 2026, an estimated $704.
CNO Financial Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1479 holding.
True Wealth Design first reported a position in CNO Financial Group in Q2 2025 and has held it in 5 quarters since.
20 funds tracked by Wall St. Rank held CNO Financial Group as of Q3 2026.

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