True Wealth Design’s Envela ELA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3	Closed	-$24	–	2641
2025 Q3	$24	Buy	+3	New	+$20	﹤0.01%	2648

Other funds holding ELA

MBAM

Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

True Wealth Design's ELA Position: Q4 2025 in Review

True Wealth Design sold out of Envela (ELA) in Q4 2025, closing a stake of 3 shares — an estimated $24 sold.

True Wealth Design first reported a position in ELA in Q3 2025 and held it in 1 quarter. The position peaked at $24 in Q3 2025. 58 funds tracked by Wall St. Rank hold ELA as of Q4 2025.

True Wealth Design reported no remaining Envela position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 3 Envela shares in Q4 2025, an estimated $24.
True Wealth Design first reported a position in Envela in Q3 2025 and held it in 1 quarter.
True Wealth Design's Envela position peaked at $24 in Q3 2025.
58 funds tracked by Wall St. Rank held Envela as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.