True Wealth Design’s Greene County Bancorp GCBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$101	Hold	3	–	–	﹤0.01%	2440
2026 Q2	$101	Sell	3 -2	-40%	-$51	﹤0.01%	2537
2026 Q1	$113	Hold	5	–	–	﹤0.01%	2446
2025 Q4	$112	Sell	5 -3	-38%	-$68	﹤0.01%	2317
2025 Q3	$181	Buy	8 +3	+60%	+$72	﹤0.01%	2323
2025 Q2	$112	Buy	5 +3	+150%	+$67	﹤0.01%	2213
2025 Q1	$49	Buy	+2	New	+$52	﹤0.01%	2388

Other funds holding GCBC

DCM

Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return

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

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

FFA

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

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

True Wealth Design held its Greene County Bancorp (GCBC) position steady in Q3 2026 at 3 shares worth $101. The position accounts for ﹤0.01% of the portfolio, ranked #2440.

True Wealth Design first reported a position in GCBC in Q1 2025 and has held it in 7 quarters since. The position peaked at $181 in Q3 2025. 5 funds tracked by Wall St. Rank hold GCBC as of Q3 2026.

True Wealth Design held 3 shares of Greene County Bancorp worth $101 as of Q3 2026.
True Wealth Design left its Greene County Bancorp share count unchanged in Q3 2026.
Greene County Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2440 holding.
True Wealth Design first reported a position in Greene County Bancorp in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Greene County Bancorp position peaked at $181 in Q3 2025.
5 funds tracked by Wall St. Rank held Greene County Bancorp as of Q3 2026.

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