True Wealth Design’s Fluence Energy FLNC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.56K	Sell	854 -111	-12%	-$1.35K	﹤0.01%	1237
2026 Q2	$19.2K	Hold	965	–	–	﹤0.01%	823
2026 Q1	$13.3K	Hold	965	–	–	﹤0.01%	872
2025 Q4	$19.1K	Hold	965	–	–	0.01%	630
2025 Q3	$10.4K	Hold	965	–	–	﹤0.01%	817
2025 Q2	$6.48K	Buy	965 +860	+819%	+$4.1K	﹤0.01%	714
2025 Q1	$510	Buy	105 +97	+1,213%	+$928	﹤0.01%	1532
2024 Q4	$128	Sell	8 -13	-62%	-$254	﹤0.01%	1265
2024 Q3	$477	Buy	+21	New	+$380	﹤0.01%	1108

Other funds holding FLNC

Siemens Pension Trust Munich Germany, Germany $167M AUM 28.89% 1-Year Est. Return

Siemens Munich, Germany $260M AUM 39.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

True Wealth Design reduced its Fluence Energy (FLNC) stake by 12% in Q3 2026, selling an estimated $1.35K and leaving 854 shares worth $6.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

True Wealth Design first reported a position in FLNC in Q3 2024 and has held it in 9 quarters since. The position peaked at $19.2K in Q2 2026. 136 funds tracked by Wall St. Rank hold FLNC as of Q3 2026.

True Wealth Design held 854 shares of Fluence Energy worth $6.56K as of Q3 2026.
True Wealth Design sold 111 Fluence Energy shares in Q3 2026, an estimated $1.35K.
Fluence Energy made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1237 holding.
True Wealth Design first reported a position in Fluence Energy in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's Fluence Energy position peaked at $19.2K in Q2 2026.
136 funds tracked by Wall St. Rank held Fluence Energy as of Q3 2026.

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