True Wealth Design’s Gerdau GGB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$369	Sell	78 -2	-3%	-$9	﹤0.01%	2222
2026 Q2	$324	Hold	80	–	–	﹤0.01%	2332
2026 Q1	$289	Hold	80	–	–	﹤0.01%	2236
2025 Q4	$296	Hold	80	–	–	﹤0.01%	2126
2025 Q3	$248	Buy	80 +21	+36%	+$64	﹤0.01%	2249
2025 Q2	$173	Sell	59 -20	-25%	-$55	﹤0.01%	2113
2025 Q1	$225	Sell	79 -13	-14%	-$38	﹤0.01%	1903
2024 Q4	$265	Sell	92 -10	-10%	-$33	﹤0.01%	1186
2024 Q3	$357	Sell	102 -11	-10%	-$36	﹤0.01%	1141
2024 Q2	$373	Buy	113 +19	+20%	+$67	﹤0.01%	690
2024 Q1	$345	Buy	94 +47	+100%	+$170	﹤0.01%	690
2023 Q4	$190	Hold	47	–	–	﹤0.01%	685
2023 Q3	$187	Hold	47	–	–	﹤0.01%	653
2023 Q2	$204	Sell	47 -1	-2%	-$4	﹤0.01%	647
2023 Q1	$197	Buy	48 +4	+9%	+$18	﹤0.01%	736
2022 Q4	$194	Buy	+44	New	+$189	﹤0.01%	668

Other funds holding GGB

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

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

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

PWM

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

True Wealth Design reduced its Gerdau (GGB) stake by 2.5% in Q3 2026, selling an estimated $9 and leaving 78 shares worth $369. The position accounts for ﹤0.01% of the portfolio, ranked #2222.

True Wealth Design first reported a position in GGB in Q4 2022 and has held it in 16 quarters since. The position peaked at $373 in Q2 2024. 11 funds tracked by Wall St. Rank hold GGB as of Q3 2026.

True Wealth Design held 78 shares of Gerdau worth $369 as of Q3 2026.
True Wealth Design sold 2 Gerdau shares in Q3 2026, an estimated $9.
Gerdau made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2222 holding.
True Wealth Design first reported a position in Gerdau in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's Gerdau position peaked at $373 in Q2 2024.
11 funds tracked by Wall St. Rank held Gerdau as of Q3 2026.

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