TWD
INR

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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

True Wealth Design increased its Infinity Natural Resources (INR) stake by 138% in Q2 2026, buying an estimated $491 and bringing the position to 57 shares worth $724. The position accounts for ﹤0.01% of the portfolio, ranked #2088.

True Wealth Design first reported a position in INR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.85K in Q3 2025. 8 funds tracked by Wall St. Rank hold INR as of Q2 2026.

  • True Wealth Design held 57 shares of Infinity Natural Resources worth $724 as of Q2 2026.
  • True Wealth Design bought 33 Infinity Natural Resources shares in Q2 2026, an estimated $491.
  • Infinity Natural Resources made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2088 holding.
  • True Wealth Design first reported a position in Infinity Natural Resources in Q2 2025 and has held it in 5 quarters since.
  • True Wealth Design's Infinity Natural Resources position peaked at $1.85K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Infinity Natural Resources as of Q2 2026.

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