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True Wealth Design’s ONE Gas OGS Stock Holding History

True Wealth Design’s Portfolio OGS Stock Details OGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.83K Sell
109
-264
-71% -$20.7K ﹤0.01% 1170
2026
Q2 		$28.7K Buy
373
+249
+201% +$20.7K 0.01% 690
2026
Q1 		$10.7K Buy
+124
New +$10.3K ﹤0.01% 951
2025
Q4 		– Sell
-1
Closed -$81 – 2748
2025
Q3 		$81 Hold
1
– – ﹤0.01% 2491
2025
Q2 		$72 Buy
+1
New +$75 ﹤0.01% 2316

Other funds holding OGS

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

True Wealth Design reduced its ONE Gas (OGS) stake by 71% in Q3 2026, selling an estimated $20.7K and leaving 109 shares worth $7.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

True Wealth Design first reported a position in OGS in Q2 2025 and has held it in 5 quarters since. The position peaked at $28.7K in Q2 2026. 40 funds tracked by Wall St. Rank hold OGS as of Q3 2026.

  • True Wealth Design held 109 shares of ONE Gas worth $7.83K as of Q3 2026.
  • True Wealth Design sold 264 ONE Gas shares in Q3 2026, an estimated $20.7K.
  • ONE Gas made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1170 holding.
  • True Wealth Design first reported a position in ONE Gas in Q2 2025 and has held it in 5 quarters since.
  • True Wealth Design's ONE Gas position peaked at $28.7K in Q2 2026.
  • 40 funds tracked by Wall St. Rank held ONE Gas as of Q3 2026.

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