True Wealth Design’s HighPeak Energy HPK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.16K	Sell	264 -70	-21%	-$534	﹤0.01%	1656
2026 Q2	$2.34K	Buy	334 +155	+87%	+$1.07K	﹤0.01%	1624
2026 Q1	$1.24K	Buy	+179	New	+$940	﹤0.01%	1727
2025 Q3	–	Sell	-1	Closed	-$10	–	2793
2025 Q2	$10	Sell	1 -22	-96%	-$217	﹤0.01%	2542
2025 Q1	$292	Buy	+23	New	+$309	﹤0.01%	1791

Other funds holding HPK

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

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

True Wealth Design reduced its HighPeak Energy (HPK) stake by 21% in Q3 2026, selling an estimated $534 and leaving 264 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

True Wealth Design first reported a position in HPK in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.34K in Q2 2026. 23 funds tracked by Wall St. Rank hold HPK as of Q3 2026.

True Wealth Design held 264 shares of HighPeak Energy worth $2.16K as of Q3 2026.
True Wealth Design sold 70 HighPeak Energy shares in Q3 2026, an estimated $534.
HighPeak Energy made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1656 holding.
True Wealth Design first reported a position in HighPeak Energy in Q1 2025 and has held it in 5 quarters since.
True Wealth Design's HighPeak Energy position peaked at $2.34K in Q2 2026.
23 funds tracked by Wall St. Rank held HighPeak Energy as of Q3 2026.

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