True Wealth Design’s Everpure Inc P Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$113K	Buy	866 +56	+7%	+$5.27K	0.03%	247
2026 Q2	$63.8K	Sell	810 -690	-46%	-$50.6K	0.02%	403
2026 Q1	$88.6K	Buy	1,500 +528	+54%	+$35.8K	0.02%	241
2025 Q4	$65.1K	Buy	972 +15	+2%	+$1.25K	0.02%	267
2025 Q3	$80.2K	Buy	957 +409	+75%	+$27.2K	0.02%	210
2025 Q2	$31.6K	Buy	548 +439	+403%	+$21.8K	0.01%	282
2025 Q1	$4.83K	Buy	109 +2	+2%	+$121	﹤0.01%	696
2024 Q4	$6.57K	Buy	107 +6	+6%	+$334	﹤0.01%	483
2024 Q3	$5.08K	Buy	101 +91	+910%	+$5.14K	﹤0.01%	551
2024 Q2	$643	Buy	10 +2	+25%	+$116	﹤0.01%	614
2024 Q1	$416	Buy	8 +5	+167%	+$223	﹤0.01%	661
2023 Q4	$107	Hold	3	–	–	﹤0.01%	736
2023 Q3	$107	Buy	3 +1	+50%	+$37	﹤0.01%	713
2023 Q2	$74	Hold	2	–	–	﹤0.01%	740
2023 Q1	$52	Buy	2 +1	+100%	+$27	﹤0.01%	834
2022 Q4	$27	Buy	+1	New	+$29	﹤0.01%	792

Other funds holding P

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

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return

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

True Wealth Design increased its Everpure Inc (P) stake by 6.9% in Q3 2026, buying an estimated $5.27K and bringing the position to 866 shares worth $113K. The position accounts for 0.03% of the portfolio, ranked #247.

True Wealth Design first reported a position in P in Q4 2022 and has held it in 16 quarters since. 206 funds tracked by Wall St. Rank hold P as of Q3 2026.

True Wealth Design held 866 shares of Everpure Inc worth $113K as of Q3 2026.
True Wealth Design bought 56 Everpure Inc shares in Q3 2026, an estimated $5.27K.
Everpure Inc made up 0.03% of True Wealth Design's portfolio in Q3 2026, its #247 holding.
True Wealth Design first reported a position in Everpure Inc in Q4 2022 and has held it in 16 quarters since.
206 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2026.

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