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 Q2	$2.33K	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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

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

True Wealth Design increased its HighPeak Energy (HPK) stake by 87% in Q2 2026, buying an estimated $1.07K and bringing the position to 334 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1624.

True Wealth Design first reported a position in HPK in Q1 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold HPK as of Q2 2026.

True Wealth Design held 334 shares of HighPeak Energy worth $2.33K as of Q2 2026.
True Wealth Design bought 155 HighPeak Energy shares in Q2 2026, an estimated $1.07K.
HighPeak Energy made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1624 holding.
True Wealth Design first reported a position in HighPeak Energy in Q1 2025 and has held it in 4 quarters since.
12 funds tracked by Wall St. Rank held HighPeak Energy as of Q2 2026.

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