True Wealth Design’s Proficient Auto Logistics PAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-173	Closed	-$1.18K	–	2808
2026 Q2	$1.18K	Buy	173 +71	+70%	+$475	﹤0.01%	1919
2026 Q1	$692	Buy	102 +46	+82%	+$380	﹤0.01%	1934
2025 Q4	$540	Sell	56 -46	-45%	-$361	﹤0.01%	1928
2025 Q3	$703	Buy	102 +47	+85%	+$346	﹤0.01%	1886
2025 Q2	$400	Buy	+55	New	+$430	﹤0.01%	1832

Other funds holding PAL

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

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

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

True Wealth Design sold out of Proficient Auto Logistics (PAL) in Q3 2026, closing a stake of 173 shares — an estimated $1.18K sold.

True Wealth Design first reported a position in PAL in Q2 2025 and held it in 5 quarters. The position peaked at $1.18K in Q2 2026. 6 funds tracked by Wall St. Rank hold PAL as of Q3 2026.

True Wealth Design reported no remaining Proficient Auto Logistics position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 173 Proficient Auto Logistics shares in Q3 2026, an estimated $1.18K.
True Wealth Design first reported a position in Proficient Auto Logistics in Q2 2025 and held it in 5 quarters.
True Wealth Design's Proficient Auto Logistics position peaked at $1.18K in Q2 2026.
6 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q3 2026.

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