True Wealth Design’s KT KT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$242	Hold	14	–	–	﹤0.01%	2405
2026 Q1	$301	Hold	14	–	–	﹤0.01%	2215
2025 Q4	$266	Hold	14	–	–	﹤0.01%	2153
2025 Q3	$273	Hold	14	–	–	﹤0.01%	2220
2025 Q2	$291	Hold	14	–	–	﹤0.01%	1948
2025 Q1	$248	Sell	14 -29	-67%	-$500	﹤0.01%	1866
2024 Q4	$668	Sell	43 -85	-66%	-$1.35K	﹤0.01%	1038
2024 Q3	$1.97K	Buy	128 +6	+5%	+$86	﹤0.01%	788
2024 Q2	$1.67K	Buy	122 +39	+47%	+$514	﹤0.01%	388
2024 Q1	$1.16K	Buy	83 +37	+80%	+$510	﹤0.01%	432
2023 Q4	$619	Hold	46	–	–	﹤0.01%	424
2023 Q3	$590	Hold	46	–	–	﹤0.01%	393
2023 Q2	$520	Hold	46	–	–	﹤0.01%	426
2023 Q1	$522	Hold	46	–	–	﹤0.01%	514
2022 Q4	$621	Buy	+46	New	+$612	﹤0.01%	412

Other funds holding KT

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return