True Wealth Design’s Green Dot GDOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$640	Buy	52 +24	+86%	+$318	﹤0.01%	2068
2026 Q2	$379	Sell	28 -29	-51%	-$363	﹤0.01%	2296
2026 Q1	$640	Hold	57	–	–	﹤0.01%	1956
2025 Q4	$731	Hold	57	–	–	﹤0.01%	1827
2025 Q3	$766	Hold	57	–	–	﹤0.01%	1850
2025 Q2	$615	Buy	57 +9	+19%	+$81	﹤0.01%	1654
2025 Q1	$406	Buy	+48	New	+$407	﹤0.01%	1633

Other funds holding GDOT

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 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 GDOT Position: Q3 2026 in Review

True Wealth Design increased its Green Dot (GDOT) stake by 86% in Q3 2026, buying an estimated $318 and bringing the position to 52 shares worth $640. The position accounts for ﹤0.01% of the portfolio, ranked #2068.

True Wealth Design first reported a position in GDOT in Q1 2025 and has held it in 7 quarters since. The position peaked at $766 in Q3 2025. 4 funds tracked by Wall St. Rank hold GDOT as of Q3 2026.

True Wealth Design held 52 shares of Green Dot worth $640 as of Q3 2026.
True Wealth Design bought 24 Green Dot shares in Q3 2026, an estimated $318.
Green Dot made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2068 holding.
True Wealth Design first reported a position in Green Dot in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Green Dot position peaked at $766 in Q3 2025.
4 funds tracked by Wall St. Rank held Green Dot as of Q3 2026.

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