True Wealth Design’s Lear LEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12.4K	Sell	105 -12	-10%	-$1.55K	﹤0.01%	989
2026 Q2	$15.7K	Buy	117 +33	+39%	+$4.42K	﹤0.01%	913
2026 Q1	$10.2K	Hold	84	–	–	﹤0.01%	961
2025 Q4	$9.6K	Hold	84	–	–	﹤0.01%	882
2025 Q3	$8.45K	Buy	84 +71	+546%	+$7.37K	﹤0.01%	892
2025 Q2	$1.24K	Buy	13 +10	+333%	+$879	﹤0.01%	1383
2025 Q1	$265	Buy	+3	New	+$285	﹤0.01%	1833
2024 Q2	–	Sell	-4	Closed	-$580	–	811
2024 Q1	$580	Buy	4 +2	+100%	+$274	﹤0.01%	595
2023 Q4	$283	Hold	2	–	–	﹤0.01%	618
2023 Q3	$269	Hold	2	–	–	﹤0.01%	589
2023 Q2	$288	Hold	2	–	–	﹤0.01%	592
2023 Q1	$279	Hold	2	–	–	﹤0.01%	671
2022 Q4	$248	Buy	+2	New	+$265	﹤0.01%	624

Other funds holding LEA

Paradice Investment Management Denver, Colorado $594M AUM 28.38% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

FVCM

F&V Capital Management Boca Raton, Florida $561M AUM 35.73% 1-Year Est. Return

Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

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

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

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

AWA

Arbor Wealth Advisors Troy, Michigan $161M AUM 16.28% 1-Year Est. Return

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

True Wealth Design reduced its Lear (LEA) stake by 10% in Q3 2026, selling an estimated $1.55K and leaving 105 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

True Wealth Design first reported a position in LEA in Q4 2022 and has held it in 13 quarters since. The position peaked at $15.7K in Q2 2026. 52 funds tracked by Wall St. Rank hold LEA as of Q3 2026.

True Wealth Design held 105 shares of Lear worth $12.4K as of Q3 2026.
True Wealth Design sold 12 Lear shares in Q3 2026, an estimated $1.55K.
Lear made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #989 holding.
True Wealth Design first reported a position in Lear in Q4 2022 and has held it in 13 quarters since.
True Wealth Design's Lear position peaked at $15.7K in Q2 2026.
52 funds tracked by Wall St. Rank held Lear as of Q3 2026.

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