True Wealth Design’s Infinity Natural Resources INR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$593	Sell	47 -10	-18%	-$137	﹤0.01%	2084
2026 Q2	$724	Buy	57 +33	+138%	+$491	﹤0.01%	2088
2026 Q1	$423	Hold	24	–	–	﹤0.01%	2108
2025 Q4	$354	Sell	24 -117	-83%	-$1.53K	﹤0.01%	2068
2025 Q3	$1.85K	Buy	141 +132	+1,467%	+$1.89K	﹤0.01%	1493
2025 Q2	$165	Buy	+9	New	+$153	﹤0.01%	2122

Other funds holding INR

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

SIM

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

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

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

True Wealth Design reduced its Infinity Natural Resources (INR) stake by 18% in Q3 2026, selling an estimated $137 and leaving 47 shares worth $593. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

True Wealth Design first reported a position in INR in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.85K in Q3 2025. 14 funds tracked by Wall St. Rank hold INR as of Q3 2026.

True Wealth Design held 47 shares of Infinity Natural Resources worth $593 as of Q3 2026.
True Wealth Design sold 10 Infinity Natural Resources shares in Q3 2026, an estimated $137.
Infinity Natural Resources made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2084 holding.
True Wealth Design first reported a position in Infinity Natural Resources in Q2 2025 and has held it in 6 quarters since.
True Wealth Design's Infinity Natural Resources position peaked at $1.85K in Q3 2025.
14 funds tracked by Wall St. Rank held Infinity Natural Resources as of Q3 2026.

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