True Wealth Design’s Descartes Systems DSGX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$859	Sell	12 -20	-63%	-$1.48K	﹤0.01%	1863
2025 Q4	$2.81K	Buy	32 +28	+700%	+$2.5K	﹤0.01%	1323
2025 Q3	$377	Hold	4	–	–	﹤0.01%	2097
2025 Q2	$407	Hold	4	–	–	﹤0.01%	1824
2025 Q1	$404	Sell	4 -1	-20%	-$111	﹤0.01%	1637
2024 Q4	$568	Buy	5 +1	+25%	+$112	﹤0.01%	1067
2024 Q3	$412	Buy	4 +1	+33%	+$99	﹤0.01%	1127
2024 Q2	$291	Buy	3 +1	+50%	+$94	﹤0.01%	718
2024 Q1	$184	Buy	2 +1	+100%	+$88	﹤0.01%	745
2023 Q4	$85	Hold	1	–	–	﹤0.01%	747
2023 Q3	$74	Hold	1	–	–	﹤0.01%	731
2023 Q2	$81	Hold	1	–	–	﹤0.01%	733
2023 Q1	$81	Hold	1	–	–	﹤0.01%	807
2022 Q4	$70	Buy	+1	New	+$68	﹤0.01%	760

Other funds holding DSGX

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Temasek Holdings

Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return