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True Wealth Design’s Pangaea Logistics PANL Stock Holding History

True Wealth Design’s Portfolio PANL Stock Details PANL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2
Closed -$11 – 2756
2025
Q3 		$11 Hold
2
– – ﹤0.01% 2684
2025
Q2 		$10 Sell
2
-475
-100% -$2.11K ﹤0.01% 2543
2025
Q1 		$2.27K Buy
477
+206
+76% +$1.08K ﹤0.01% 964
2024
Q4 		$1.45K Buy
+271
New +$1.63K ﹤0.01% 821

Other funds holding PANL

RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

True Wealth Design's PANL Position: Q4 2025 in Review

True Wealth Design sold out of Pangaea Logistics (PANL) in Q4 2025, closing a stake of 2 shares — an estimated $11 sold.

True Wealth Design first reported a position in PANL in Q4 2024 and held it in 4 quarters. The position peaked at $2.27K in Q1 2025. 122 funds tracked by Wall St. Rank hold PANL as of Q4 2025.

  • True Wealth Design reported no remaining Pangaea Logistics position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 2 Pangaea Logistics shares in Q4 2025, an estimated $11.
  • True Wealth Design first reported a position in Pangaea Logistics in Q4 2024 and held it in 4 quarters.
  • True Wealth Design's Pangaea Logistics position peaked at $2.27K in Q1 2025.
  • 122 funds tracked by Wall St. Rank held Pangaea Logistics as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.