True Wealth Design
CPA icon

True Wealth Design’s Copa Holdings CPA Stock Holding History

True Wealth Design’s Portfolio CPA Stock Details CPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.2K Buy
123
+18
+17% +$2.46K ﹤0.01% 899
2026
Q2 		$16.3K Buy
105
+34
+48% +$4.42K ﹤0.01% 888
2026
Q1 		$8.07K Buy
71
+36
+103% +$4.72K ﹤0.01% 1050
2025
Q4 		$4.22K Buy
35
+1
+3% +$122 ﹤0.01% 1155
2025
Q3 		$4.04K Buy
34
+33
+3,300% +$3.78K ﹤0.01% 1162
2025
Q2 		$110 Buy
+1
New +$99 ﹤0.01% 2220

Other funds holding CPA

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Deltec Asset Management
Deltec Asset Management New York $642M AUM 16.66% 1-Year Est. Return

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

True Wealth Design increased its Copa Holdings (CPA) stake by 17% in Q3 2026, buying an estimated $2.46K and bringing the position to 123 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

True Wealth Design first reported a position in CPA in Q2 2025 and has held it in 6 quarters since. The position peaked at $16.3K in Q2 2026. 60 funds tracked by Wall St. Rank hold CPA as of Q3 2026.

  • True Wealth Design held 123 shares of Copa Holdings worth $16.2K as of Q3 2026.
  • True Wealth Design bought 18 Copa Holdings shares in Q3 2026, an estimated $2.46K.
  • Copa Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #899 holding.
  • True Wealth Design first reported a position in Copa Holdings in Q2 2025 and has held it in 6 quarters since.
  • True Wealth Design's Copa Holdings position peaked at $16.3K in Q2 2026.
  • 60 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2026.

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