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True Wealth Design’s Center Bancorp CNOB Stock Holding History

True Wealth Design’s Portfolio CNOB Stock Details CNOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$241 Hold
8
– – ﹤0.01% 2313
2026
Q2 		$268 Sell
8
-17
-68% -$510 ﹤0.01% 2386
2026
Q1 		$670 Hold
25
– – ﹤0.01% 1943
2025
Q4 		$656 Hold
25
– – ﹤0.01% 1860
2025
Q3 		$621 Sell
25
-8
-24% -$197 ﹤0.01% 1938
2025
Q2 		$765 Buy
33
+8
+32% +$182 ﹤0.01% 1577
2025
Q1 		$608 Buy
+25
New +$608 ﹤0.01% 1470

Other funds holding CNOB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

True Wealth Design held its Center Bancorp (CNOB) position steady in Q3 2026 at 8 shares worth $241. The position accounts for ﹤0.01% of the portfolio, ranked #2313.

True Wealth Design first reported a position in CNOB in Q1 2025 and has held it in 7 quarters since. The position peaked at $765 in Q2 2025. 9 funds tracked by Wall St. Rank hold CNOB as of Q3 2026.

  • True Wealth Design held 8 shares of Center Bancorp worth $241 as of Q3 2026.
  • True Wealth Design left its Center Bancorp share count unchanged in Q3 2026.
  • Center Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2313 holding.
  • True Wealth Design first reported a position in Center Bancorp in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Center Bancorp position peaked at $765 in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Center Bancorp as of Q3 2026.

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