True Wealth Design’s Lionsgate Studios LION Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.64K	Hold	146	–	–	﹤0.01%	1750
2026 Q2	$2.24K	Sell	146 -27	-16%	-$349	﹤0.01%	1646
2026 Q1	$1.66K	Hold	173	–	–	﹤0.01%	1621
2025 Q4	$1.58K	Buy	+173	New	+$1.23K	﹤0.01%	1539

Other funds holding LION

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

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

True Wealth Design held its Lionsgate Studios (LION) position steady in Q3 2026 at 146 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1750.

True Wealth Design first reported a position in LION in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.24K in Q2 2026. 7 funds tracked by Wall St. Rank hold LION as of Q3 2026.

True Wealth Design held 146 shares of Lionsgate Studios worth $1.64K as of Q3 2026.
True Wealth Design left its Lionsgate Studios share count unchanged in Q3 2026.
Lionsgate Studios made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1750 holding.
True Wealth Design first reported a position in Lionsgate Studios in Q4 2025 and has held it in 4 quarters since.
True Wealth Design's Lionsgate Studios position peaked at $2.24K in Q2 2026.
7 funds tracked by Wall St. Rank held Lionsgate Studios as of Q3 2026.

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