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True Wealth Design’s Global Water Resources GWRS Stock Holding History

True Wealth Design’s Portfolio GWRS Stock Details GWRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$826 Buy
114
+99
+660% +$716 ﹤0.01% 2053
2026
Q1 		$114 Buy
15
+2
+15% +$17 ﹤0.01% 2444
2025
Q4 		$110 Sell
13
-42
-76% -$395 ﹤0.01% 2323
2025
Q3 		$567 Buy
55
+40
+267% +$399 ﹤0.01% 1966
2025
Q2 		$153 Sell
15
-45
-75% -$463 ﹤0.01% 2141
2025
Q1 		$619 Buy
60
+17
+40% +$193 ﹤0.01% 1462
2024
Q4 		$495 Buy
+43
New +$539 ﹤0.01% 1093

Other funds holding GWRS

DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

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

True Wealth Design increased its Global Water Resources (GWRS) stake by 660% in Q2 2026, buying an estimated $716 and bringing the position to 114 shares worth $826. The position accounts for ﹤0.01% of the portfolio, ranked #2053.

True Wealth Design first reported a position in GWRS in Q4 2024 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold GWRS as of Q2 2026.

  • True Wealth Design held 114 shares of Global Water Resources worth $826 as of Q2 2026.
  • True Wealth Design bought 99 Global Water Resources shares in Q2 2026, an estimated $716.
  • Global Water Resources made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2053 holding.
  • True Wealth Design first reported a position in Global Water Resources in Q4 2024 and has held it in 7 quarters since.
  • 11 funds tracked by Wall St. Rank held Global Water Resources as of Q2 2026.

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