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True Wealth Design’s Crexendo CXDO Stock Holding History

True Wealth Design’s Portfolio CXDO Stock Details CXDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6 Sell
1
-21
-95% -$139 ﹤0.01% 2571
2026
Q2 		$165 Sell
22
-30
-58% -$235 ﹤0.01% 2482
2026
Q1 		$321 Buy
52
+50
+2,500% +$328 ﹤0.01% 2202
2025
Q4 		$13 Buy
+2
New +$13 ﹤0.01% 2508

Other funds holding CXDO

BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

True Wealth Design reduced its Crexendo (CXDO) stake by 95% in Q3 2026, selling an estimated $139 and leaving 1 share worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #2571.

True Wealth Design first reported a position in CXDO in Q4 2025 and has held it in 4 quarters since. The position peaked at $321 in Q1 2026. 7 funds tracked by Wall St. Rank hold CXDO as of Q3 2026.

  • True Wealth Design held 1 share of Crexendo worth $6 as of Q3 2026.
  • True Wealth Design sold 21 Crexendo shares in Q3 2026, an estimated $139.
  • Crexendo made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2571 holding.
  • True Wealth Design first reported a position in Crexendo in Q4 2025 and has held it in 4 quarters since.
  • True Wealth Design's Crexendo position peaked at $321 in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Crexendo as of Q3 2026.

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