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True Wealth Design’s Exponent EXPO Stock Holding History

True Wealth Design’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.72K Buy
118
+8
+7% +$529 ﹤0.01% 1174
2026
Q2 		$6.46K Buy
110
+66
+150% +$4.05K ﹤0.01% 1223
2026
Q1 		$2.87K Buy
44
+11
+33% +$782 ﹤0.01% 1401
2025
Q4 		$2.29K Buy
33
+30
+1,000% +$2.11K ﹤0.01% 1403
2025
Q3 		$209 Sell
3
-5
-63% -$357 ﹤0.01% 2291
2025
Q2 		$598 Buy
8
+2
+33% +$155 ﹤0.01% 1672
2025
Q1 		$487 Buy
+6
New +$523 ﹤0.01% 1549

Other funds holding EXPO

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
B
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

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

True Wealth Design increased its Exponent (EXPO) stake by 7.3% in Q3 2026, buying an estimated $529 and bringing the position to 118 shares worth $7.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

True Wealth Design first reported a position in EXPO in Q1 2025 and has held it in 7 quarters since. 24 funds tracked by Wall St. Rank hold EXPO as of Q3 2026.

  • True Wealth Design held 118 shares of Exponent worth $7.72K as of Q3 2026.
  • True Wealth Design bought 8 Exponent shares in Q3 2026, an estimated $529.
  • Exponent made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1174 holding.
  • True Wealth Design first reported a position in Exponent in Q1 2025 and has held it in 7 quarters since.
  • 24 funds tracked by Wall St. Rank held Exponent as of Q3 2026.

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