TWD
EU

True Wealth Design’s enCore Energy EU Stock Holding History

True Wealth Design’s Portfolio EU Stock Details EU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-149
Closed -$269 – 2729
2026
Q1 		$269 Buy
149
+40
+37% +$102 ﹤0.01% 2254
2025
Q4 		$271 Hold
109
– – ﹤0.01% 2148
2025
Q3 		$350 Hold
109
– – ﹤0.01% 2125
2025
Q2 		$312 Hold
109
– – ﹤0.01% 1919
2025
Q1 		$150 Buy
+109
New +$280 ﹤0.01% 2063

Other funds holding EU

ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

True Wealth Design sold out of enCore Energy (EU) in Q2 2026, closing a stake of 149 shares — an estimated $269 sold.

True Wealth Design first reported a position in EU in Q1 2025 and held it in 5 quarters. The position peaked at $350 in Q3 2025. 18 funds tracked by Wall St. Rank hold EU as of Q2 2026.

  • True Wealth Design reported no remaining enCore Energy position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 149 enCore Energy shares in Q2 2026, an estimated $269.
  • True Wealth Design first reported a position in enCore Energy in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's enCore Energy position peaked at $350 in Q3 2025.
  • 18 funds tracked by Wall St. Rank held enCore Energy as of Q2 2026.

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