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True Wealth Design’s Liberty Energy LBRT Stock Holding History

True Wealth Design’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-255
Closed -$2.93K – 2811
2025
Q2 		$2.93K Buy
255
+253
+12,650% +$3.06K ﹤0.01% 1016
2025
Q1 		$32 Buy
+2
New +$36 ﹤0.01% 2497
2024
Q4 		– Sell
-46
Closed -$879 – 1447
2024
Q3 		$879 Buy
+46
New +$950 ﹤0.01% 1003

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

True Wealth Design's LBRT Position: Q3 2025 in Review

True Wealth Design sold out of Liberty Energy (LBRT) in Q3 2025, closing a stake of 255 shares — an estimated $2.93K sold.

True Wealth Design first reported a position in LBRT in Q3 2024 and held it in 3 quarters. The position peaked at $2.93K in Q2 2025. 338 funds tracked by Wall St. Rank hold LBRT as of Q3 2025.

  • True Wealth Design reported no remaining Liberty Energy position as of Q3 2025 after selling out during the quarter.
  • True Wealth Design sold 255 Liberty Energy shares in Q3 2025, an estimated $2.93K.
  • True Wealth Design first reported a position in Liberty Energy in Q3 2024 and held it in 3 quarters.
  • True Wealth Design's Liberty Energy position peaked at $2.93K in Q2 2025.
  • 338 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.