True Wealth Design
KULR icon

True Wealth Design’s KULR Technology Group KULR Stock Holding History

True Wealth Design’s Portfolio KULR Stock Details KULR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-19
Closed -$73 – 2691
2026
Q2 		$73 Buy
19
+17
+850% +$57 ﹤0.01% 2573
2026
Q1 		$5 Buy
+2
New +$6 ﹤0.01% 2691

Other funds holding KULR

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
PFS Partners
PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Washington Trust Advisors
Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

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

True Wealth Design sold out of KULR Technology Group (KULR) in Q3 2026, closing a stake of 19 shares — an estimated $73 sold.

True Wealth Design first reported a position in KULR in Q1 2026 and held it in 2 quarters. The position peaked at $73 in Q2 2026. 10 funds tracked by Wall St. Rank hold KULR as of Q3 2026.

  • True Wealth Design reported no remaining KULR Technology Group position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 19 KULR Technology Group shares in Q3 2026, an estimated $73.
  • True Wealth Design first reported a position in KULR Technology Group in Q1 2026 and held it in 2 quarters.
  • True Wealth Design's KULR Technology Group position peaked at $73 in Q2 2026.
  • 10 funds tracked by Wall St. Rank held KULR Technology Group as of Q3 2026.

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