True Wealth Design’s Franklin Covey FC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$86	Sell	5 -5	-50%	-$100	﹤0.01%	2460
2026 Q2	$246	Buy	10 +4	+67%	+$91	﹤0.01%	2401
2026 Q1	$95	Buy	6 +5	+500%	+$82	﹤0.01%	2480
2025 Q4	$17	Sell	1 -61	-98%	-$1.02K	﹤0.01%	2491
2025 Q3	$1.2K	Buy	62 +21	+51%	+$416	﹤0.01%	1692
2025 Q2	$936	Buy	41 +27	+193%	+$597	﹤0.01%	1496
2025 Q1	$387	Buy	+14	New	+$463	﹤0.01%	1655
2024 Q4	–	Sell	-40	Closed	-$1.65K	–	1413
2024 Q3	$1.65K	Buy	+40	New	+$1.6K	﹤0.01%	841

Other funds holding FC

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

True Wealth Design reduced its Franklin Covey (FC) stake by 50% in Q3 2026, selling an estimated $100 and leaving 5 shares worth $86. The position accounts for ﹤0.01% of the portfolio, ranked #2460.

True Wealth Design first reported a position in FC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.65K in Q3 2024. 7 funds tracked by Wall St. Rank hold FC as of Q3 2026.

True Wealth Design held 5 shares of Franklin Covey worth $86 as of Q3 2026.
True Wealth Design sold 5 Franklin Covey shares in Q3 2026, an estimated $100.
Franklin Covey made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2460 holding.
True Wealth Design first reported a position in Franklin Covey in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's Franklin Covey position peaked at $1.65K in Q3 2024.
7 funds tracked by Wall St. Rank held Franklin Covey as of Q3 2026.

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