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True Wealth Design’s Quanex NX Stock Holding History

True Wealth Design’s Portfolio NX Stock Details NX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$397 Buy
+21
New +$409 ﹤0.01% 2197
2026
Q2 		– Sell
-2
Closed -$36 – 2822
2026
Q1 		$36 Buy
+2
New +$38 ﹤0.01% 2588
2025
Q3 		– Sell
-49
Closed -$927 – 2830
2025
Q2 		$927 Buy
49
+24
+96% +$425 ﹤0.01% 1505
2025
Q1 		$465 Buy
+25
New +$529 ﹤0.01% 1565

Other funds holding NX

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
GI
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

True Wealth Design opened a new position in Quanex (NX) in Q3 2026: 21 shares worth $397. The stake represents ﹤0.01% of the portfolio and ranks #2197 among its holdings. This is a return to the name: True Wealth Design previously reported a position in NX as recently as Q1 2026.

True Wealth Design first reported a position in NX in Q1 2025 and has held it in 4 quarters since. The position peaked at $927 in Q2 2025. 11 funds tracked by Wall St. Rank hold NX as of Q3 2026.

  • True Wealth Design held 21 shares of Quanex worth $397 as of Q3 2026.
  • Quanex was a new True Wealth Design position in Q3 2026.
  • Quanex made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2197 holding.
  • True Wealth Design first reported a position in Quanex in Q1 2025 and has held it in 4 quarters since.
  • True Wealth Design's Quanex position peaked at $927 in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Quanex as of Q3 2026.

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