True Wealth Design’s Pro-Dex PDEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$59	Hold	1	–	–	﹤0.01%	2588
2026 Q1	$50	Hold	1	–	–	﹤0.01%	2566
2025 Q4	$39	Sell	1 -4	-80%	-$138	﹤0.01%	2432
2025 Q3	$170	Buy	+5	New	+$215	﹤0.01%	2344

Other funds holding PDEX

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's PDEX Position: Q2 2026 in Review

True Wealth Design held its Pro-Dex (PDEX) position steady in Q2 2026 at 1 share worth $59. The position accounts for ﹤0.01% of the portfolio, ranked #2588.

True Wealth Design first reported a position in PDEX in Q3 2025 and has held it in 4 quarters since. The position peaked at $170 in Q3 2025. 3 funds tracked by Wall St. Rank hold PDEX as of Q2 2026.

True Wealth Design held 1 share of Pro-Dex worth $59 as of Q2 2026.
True Wealth Design left its Pro-Dex share count unchanged in Q2 2026.
Pro-Dex made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2588 holding.
True Wealth Design first reported a position in Pro-Dex in Q3 2025 and has held it in 4 quarters since.
True Wealth Design's Pro-Dex position peaked at $170 in Q3 2025.
3 funds tracked by Wall St. Rank held Pro-Dex as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.