True Wealth Design’s Cedar Fair FUN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.17K	Buy	389 +251	+182%	+$4.03K	﹤0.01%	1409
2026 Q2	$2.94K	Sell	138 -14	-9%	-$286	﹤0.01%	1547
2026 Q1	$2.7K	Sell	152 -174	-53%	-$2.94K	﹤0.01%	1425
2025 Q4	$5K	Sell	326 -170	-34%	-$3.07K	﹤0.01%	1087
2025 Q3	$11.3K	Hold	496	–	–	﹤0.01%	794
2025 Q2	$15.1K	Hold	496	–	–	0.01%	454
2025 Q1	$17.7K	Sell	496 -20	-4%	-$851	0.01%	363
2024 Q4	$24.9K	Hold	516	–	–	0.01%	293
2024 Q3	$20.8K	Hold	516	–	–	0.01%	319
2024 Q2	$28K	Hold	516	–	–	0.01%	196
2024 Q1	$21.6K	Hold	516	–	–	0.01%	208
2023 Q4	$20.5K	Hold	516	–	–	0.01%	200
2023 Q3	$19.1K	Hold	516	–	–	0.01%	181
2023 Q2	$20.6K	Hold	516	–	–	0.01%	184
2023 Q1	$23.6K	Hold	516	–	–	0.01%	193
2022 Q4	$21.3K	Buy	+516	New	+$20.7K	0.01%	182

Other funds holding FUN

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

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

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

True Wealth Design increased its Cedar Fair (FUN) stake by 182% in Q3 2026, buying an estimated $4.03K and bringing the position to 389 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

True Wealth Design first reported a position in FUN in Q4 2022 and has held it in 16 quarters since. The position peaked at $28K in Q2 2024. 13 funds tracked by Wall St. Rank hold FUN as of Q3 2026.

True Wealth Design held 389 shares of Cedar Fair worth $4.17K as of Q3 2026.
True Wealth Design bought 251 Cedar Fair shares in Q3 2026, an estimated $4.03K.
Cedar Fair made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1409 holding.
True Wealth Design first reported a position in Cedar Fair in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's Cedar Fair position peaked at $28K in Q2 2024.
13 funds tracked by Wall St. Rank held Cedar Fair as of Q3 2026.

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