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True Wealth Design’s Ramaco Resources Class B METCB Stock Holding History

True Wealth Design’s Portfolio METCB Stock Details METCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2
Closed -$17 – 2817
2025
Q2 		$17 Buy
+2
New +$15 ﹤0.01% 2522

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YEPI
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YEPX
Yorktown Energy Partners X New York $69.5M AUM 143.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

True Wealth Design sold out of Ramaco Resources Class B (METCB) in Q3 2025, closing a stake of 2 shares — an estimated $17 sold.

True Wealth Design first reported a position in METCB in Q2 2025 and held it in 1 quarter. The position peaked at $17 in Q2 2025. 86 funds tracked by Wall St. Rank hold METCB as of Q3 2025.

  • True Wealth Design reported no remaining Ramaco Resources Class B position as of Q3 2025 after selling out during the quarter.
  • True Wealth Design sold 2 Ramaco Resources Class B shares in Q3 2025, an estimated $17.
  • True Wealth Design first reported a position in Ramaco Resources Class B in Q2 2025 and held it in 1 quarter.
  • True Wealth Design's Ramaco Resources Class B position peaked at $17 in Q2 2025.
  • 86 funds tracked by Wall St. Rank held Ramaco Resources Class B as of Q3 2025.

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