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True Wealth Design’s Gaia GAIA Stock Holding History

True Wealth Design’s Portfolio GAIA Stock Details GAIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2
Closed -$6 – 2747
2026
Q1 		$6 Buy
+2
New +$7 ﹤0.01% 2686

Other funds holding GAIA

MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's GAIA Position: Q2 2026 in Review

True Wealth Design sold out of Gaia (GAIA) in Q2 2026, closing a stake of 2 shares — an estimated $6 sold.

True Wealth Design first reported a position in GAIA in Q1 2026 and held it in 1 quarter. The position peaked at $6 in Q1 2026. 3 funds tracked by Wall St. Rank hold GAIA as of Q2 2026.

  • True Wealth Design reported no remaining Gaia position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 2 Gaia shares in Q2 2026, an estimated $6.
  • True Wealth Design first reported a position in Gaia in Q1 2026 and held it in 1 quarter.
  • True Wealth Design's Gaia position peaked at $6 in Q1 2026.
  • 3 funds tracked by Wall St. Rank held Gaia as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.