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True Wealth Design’s ESCO Technologies ESE Stock Holding History

True Wealth Design’s Portfolio ESE Stock Details ESE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1
Closed -$212 – 2647
2025
Q3 		$212 Hold
1
– – ﹤0.01% 2289
2025
Q2 		$192 Hold
1
– – ﹤0.01% 2083
2025
Q1 		$160 Buy
+1
New +$150 ﹤0.01% 2038

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Capital World Investors
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GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
CCA
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Neuberger Berman Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

True Wealth Design sold out of ESCO Technologies (ESE) in Q4 2025, closing a stake of 1 share — an estimated $212 sold.

True Wealth Design first reported a position in ESE in Q1 2025 and held it in 3 quarters. The position peaked at $212 in Q3 2025. 392 funds tracked by Wall St. Rank hold ESE as of Q4 2025.

  • True Wealth Design reported no remaining ESCO Technologies position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 1 ESCO Technologies share in Q4 2025, an estimated $212.
  • True Wealth Design first reported a position in ESCO Technologies in Q1 2025 and held it in 3 quarters.
  • True Wealth Design's ESCO Technologies position peaked at $212 in Q3 2025.
  • 392 funds tracked by Wall St. Rank held ESCO Technologies as of Q4 2025.

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