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True Wealth Design’s Concentrix CNXC Stock Holding History

True Wealth Design’s Portfolio CNXC Stock Details CNXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.01K Buy
201
+21
+12% +$549 ﹤0.01% 1336
2026
Q2 		$4.03K Sell
180
-331
-65% -$8.63K ﹤0.01% 1423
2026
Q1 		$14K Buy
511
+118
+30% +$4.19K ﹤0.01% 852
2025
Q4 		$16.3K Sell
393
-642
-62% -$26K ﹤0.01% 673
2025
Q3 		$47.8K Sell
1,035
-128
-11% -$6.83K 0.01% 323
2025
Q2 		$61.5K Buy
1,163
+328
+39% +$17.3K 0.02% 175
2025
Q1 		$46.5K Buy
+835
New +$40K 0.02% 197
2024
Q4 		– Sell
-119
Closed -$6.1K – 1392
2024
Q3 		$6.1K Buy
+119
New +$7.97K ﹤0.01% 518
2023
Q3 		– Sell
-1
Closed -$81 – 778
2023
Q2 		$81 Buy
+1
New +$94 ﹤0.01% 732

Other funds holding CNXC

TIM
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Copeland Capital Management
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
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

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

True Wealth Design increased its Concentrix (CNXC) stake by 12% in Q3 2026, buying an estimated $549 and bringing the position to 201 shares worth $5.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

True Wealth Design first reported a position in CNXC in Q2 2023 and has held it in 9 quarters since. The position peaked at $61.5K in Q2 2025. 22 funds tracked by Wall St. Rank hold CNXC as of Q3 2026.

  • True Wealth Design held 201 shares of Concentrix worth $5.01K as of Q3 2026.
  • True Wealth Design bought 21 Concentrix shares in Q3 2026, an estimated $549.
  • Concentrix made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1336 holding.
  • True Wealth Design first reported a position in Concentrix in Q2 2023 and has held it in 9 quarters since.
  • True Wealth Design's Concentrix position peaked at $61.5K in Q2 2025.
  • 22 funds tracked by Wall St. Rank held Concentrix as of Q3 2026.

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