True Wealth Design’s Critical Metals Corp CRML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12.8K	Hold	1,759	–	–	﹤0.01%	981
2026 Q2	$18K	Hold	1,759	–	–	﹤0.01%	845
2026 Q1	$14K	Hold	1,759	–	–	﹤0.01%	853
2025 Q4	$12.2K	Hold	1,759	–	–	﹤0.01%	788
2025 Q3	$10.9K	Hold	1,759	–	–	﹤0.01%	801
2025 Q2	$6.3K	Buy	1,759 +1,747	+14,558%	+$3.19K	﹤0.01%	726
2025 Q1	$17	Buy	12 +9	+300%	+$41	﹤0.01%	2609
2024 Q4	$21	Buy	+3	New	+$20	﹤0.01%	1341

Other funds holding CRML

Kingsbury Capital Investment Advisors Wilmette, Illinois $106M AUM

Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

Canton Hathaway Providence, Rhode Island $513M AUM 16.15% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

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

True Wealth Design held its Critical Metals Corp (CRML) position steady in Q3 2026 at 1,759 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

True Wealth Design first reported a position in CRML in Q4 2024 and has held it in 8 quarters since. The position peaked at $18K in Q2 2026. 31 funds tracked by Wall St. Rank hold CRML as of Q3 2026.

True Wealth Design held 1,759 shares of Critical Metals Corp worth $12.8K as of Q3 2026.
True Wealth Design left its Critical Metals Corp share count unchanged in Q3 2026.
Critical Metals Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #981 holding.
True Wealth Design first reported a position in Critical Metals Corp in Q4 2024 and has held it in 8 quarters since.
True Wealth Design's Critical Metals Corp position peaked at $18K in Q2 2026.
31 funds tracked by Wall St. Rank held Critical Metals Corp as of Q3 2026.

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