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True Wealth Design’s HCI Group HCI Stock Holding History

True Wealth Design’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12K Hold
69
– – ﹤0.01% 1002
2026
Q2 		$12.1K Buy
69
+20
+41% +$3.15K ﹤0.01% 996
2026
Q1 		$7.58K Sell
49
-4
-8% -$655 ﹤0.01% 1066
2025
Q4 		$10.2K Buy
53
+3
+6% +$565 ﹤0.01% 857
2025
Q3 		$9.6K Buy
50
+29
+138% +$4.59K ﹤0.01% 843
2025
Q2 		$3.2K Hold
21
– – ﹤0.01% 985
2025
Q1 		$3.13K Hold
21
– – ﹤0.01% 839
2024
Q4 		$2.45K Sell
21
-13
-38% -$1.48K ﹤0.01% 687
2024
Q3 		$3.64K Buy
+34
New +$3.22K ﹤0.01% 642

Other funds holding HCI

BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
GI
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
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

True Wealth Design held its HCI Group (HCI) position steady in Q3 2026 at 69 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

True Wealth Design first reported a position in HCI in Q3 2024 and has held it in 9 quarters since. The position peaked at $12.1K in Q2 2026. 14 funds tracked by Wall St. Rank hold HCI as of Q3 2026.

  • True Wealth Design held 69 shares of HCI Group worth $12K as of Q3 2026.
  • True Wealth Design left its HCI Group share count unchanged in Q3 2026.
  • HCI Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1002 holding.
  • True Wealth Design first reported a position in HCI Group in Q3 2024 and has held it in 9 quarters since.
  • True Wealth Design's HCI Group position peaked at $12.1K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held HCI Group as of Q3 2026.

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