True Wealth Design’s CSG Systems International CSGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-52	Closed	-$4.16K	–	2701
2026 Q1	$4.16K	Hold	52	–	–	﹤0.01%	1274
2025 Q4	$3.99K	Hold	52	–	–	﹤0.01%	1187
2025 Q3	$3.35K	Buy	52 +8	+18%	+$510	﹤0.01%	1260
2025 Q2	$2.87K	Hold	44	–	–	﹤0.01%	1021
2025 Q1	$2.66K	Buy	44 +8	+22%	+$475	﹤0.01%	908
2024 Q4	$1.84K	Hold	36	–	–	﹤0.01%	764
2024 Q3	$1.75K	Buy	+36	New	+$1.64K	﹤0.01%	824

Other funds holding CSGS

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Curat Global Springfield, New Hampshire $122M AUM 46.06% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design's CSGS Position: Q2 2026 in Review

True Wealth Design sold out of CSG Systems International (CSGS) in Q2 2026, closing a stake of 52 shares — an estimated $4.16K sold.

True Wealth Design first reported a position in CSGS in Q3 2024 and held it in 7 quarters. The position peaked at $4.16K in Q1 2026. 3 funds tracked by Wall St. Rank hold CSGS as of Q2 2026.

True Wealth Design reported no remaining CSG Systems International position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 52 CSG Systems International shares in Q2 2026, an estimated $4.16K.
True Wealth Design first reported a position in CSG Systems International in Q3 2024 and held it in 7 quarters.
True Wealth Design's CSG Systems International position peaked at $4.16K in Q1 2026.
3 funds tracked by Wall St. Rank held CSG Systems International as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.