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True Wealth Design’s Kelly Services Class A KELYA Stock Holding History

True Wealth Design’s Portfolio KELYA Stock Details KELYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.11K Buy
253
+209
+475% +$2.17K ﹤0.01% 1526
2026
Q1 		$390 Sell
44
-15
-25% -$143 ﹤0.01% 2139
2025
Q4 		$520 Sell
59
-365
-86% -$3.71K ﹤0.01% 1939
2025
Q3 		$5.56K Buy
424
+221
+109% +$2.95K ﹤0.01% 1045
2025
Q2 		$2.38K Buy
203
+108
+114% +$1.27K ﹤0.01% 1109
2025
Q1 		$1.25K Buy
95
+16
+20% +$219 ﹤0.01% 1185
2024
Q4 		$1.1K Buy
+79
New +$1.33K ﹤0.01% 908

Other funds holding KELYA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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