True Wealth Design
COFS icon

True Wealth Design’s Choiceone Financial COFS Stock Holding History

True Wealth Design’s Portfolio COFS Stock Details COFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.32K Buy
41
+9
+28% +$303 ﹤0.01% 1830
2026
Q2 		$1.09K Buy
32
+31
+3,100% +$964 ﹤0.01% 1948
2026
Q1 		$29 Buy
+1
New +$29 ﹤0.01% 2611

Other funds holding COFS

HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
FNBOMD
First National Bank of Mount Dora Mount Dora, Florida $503M AUM 20.28% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 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
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

True Wealth Design increased its Choiceone Financial (COFS) stake by 28% in Q3 2026, buying an estimated $303 and bringing the position to 41 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

True Wealth Design first reported a position in COFS in Q1 2026 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold COFS as of Q3 2026.

  • True Wealth Design held 41 shares of Choiceone Financial worth $1.32K as of Q3 2026.
  • True Wealth Design bought 9 Choiceone Financial shares in Q3 2026, an estimated $303.
  • Choiceone Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1830 holding.
  • True Wealth Design first reported a position in Choiceone Financial in Q1 2026 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Choiceone Financial as of Q3 2026.

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