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 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

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return