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True Wealth Design’s Hilton Grand Vacations HGV Stock Holding History

True Wealth Design’s Portfolio HGV Stock Details HGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.55K Buy
189
+113
+149% +$5.01K ﹤0.01% 1238
2026
Q2 		$3.98K Hold
76
– – ﹤0.01% 1428
2026
Q1 		$2.97K Buy
+76
New +$3.41K ﹤0.01% 1395
2025
Q4 		– Sell
-2
Closed -$84 – 2671
2025
Q3 		$84 Buy
2
+1
+100% +$46 ﹤0.01% 2485
2025
Q2 		$42 Hold
1
– – ﹤0.01% 2414
2025
Q1 		$38 Buy
+1
New +$40 ﹤0.01% 2448

Other funds holding HGV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

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

True Wealth Design increased its Hilton Grand Vacations (HGV) stake by 149% in Q3 2026, buying an estimated $5.01K and bringing the position to 189 shares worth $6.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

True Wealth Design first reported a position in HGV in Q1 2025 and has held it in 6 quarters since. 7 funds tracked by Wall St. Rank hold HGV as of Q3 2026.

  • True Wealth Design held 189 shares of Hilton Grand Vacations worth $6.55K as of Q3 2026.
  • True Wealth Design bought 113 Hilton Grand Vacations shares in Q3 2026, an estimated $5.01K.
  • Hilton Grand Vacations made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1238 holding.
  • True Wealth Design first reported a position in Hilton Grand Vacations in Q1 2025 and has held it in 6 quarters since.
  • 7 funds tracked by Wall St. Rank held Hilton Grand Vacations as of Q3 2026.

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