True Wealth Design’s St. Joe Company JOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.11K	Hold	108	–	–	﹤0.01%	1204
2026 Q2	$6.76K	Sell	108 -11	-9%	-$722	﹤0.01%	1198
2026 Q1	$7.47K	Hold	119	–	–	﹤0.01%	1077
2025 Q4	$7.07K	Sell	119 -6	-5%	-$336	﹤0.01%	965
2025 Q3	$6.18K	Buy	125 +5	+4%	+$252	﹤0.01%	1000
2025 Q2	$5.72K	Buy	120 +84	+233%	+$3.76K	﹤0.01%	753
2025 Q1	$1.69K	Buy	36 +29	+414%	+$1.36K	﹤0.01%	1069
2024 Q4	$315	Sell	7 -24	-77%	-$1.24K	﹤0.01%	1159
2024 Q3	$1.81K	Buy	+31	New	+$1.82K	﹤0.01%	820

Other funds holding JOE

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

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

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

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

CIG

Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

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

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

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

True Wealth Design held its St. Joe Company (JOE) position steady in Q3 2026 at 108 shares worth $7.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

True Wealth Design first reported a position in JOE in Q3 2024 and has held it in 9 quarters since. The position peaked at $7.47K in Q1 2026. 24 funds tracked by Wall St. Rank hold JOE as of Q3 2026.

True Wealth Design held 108 shares of St. Joe Company worth $7.11K as of Q3 2026.
True Wealth Design left its St. Joe Company share count unchanged in Q3 2026.
St. Joe Company made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1204 holding.
True Wealth Design first reported a position in St. Joe Company in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's St. Joe Company position peaked at $7.47K in Q1 2026.
24 funds tracked by Wall St. Rank held St. Joe Company as of Q3 2026.

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