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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
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

NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

True Wealth Design reduced its Green Dot (GDOT) stake by 51% in Q2 2026, selling an estimated $363 and leaving 28 shares worth $379. The position accounts for ﹤0.01% of the portfolio, ranked #2296.

True Wealth Design first reported a position in GDOT in Q1 2025 and has held it in 6 quarters since. The position peaked at $766 in Q3 2025. 161 funds tracked by Wall St. Rank hold GDOT as of Q2 2026.

  • True Wealth Design held 28 shares of Green Dot worth $379 as of Q2 2026.
  • True Wealth Design sold 29 Green Dot shares in Q2 2026, an estimated $363.
  • Green Dot made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2296 holding.
  • True Wealth Design first reported a position in Green Dot in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Green Dot position peaked at $766 in Q3 2025.
  • 161 funds tracked by Wall St. Rank held Green Dot as of Q2 2026.

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