True Wealth Design’s Peoples Bancorp PEBO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.09K	Hold	221	–	–	﹤0.01%	1161
2026 Q2	$8.49K	Hold	221	–	–	﹤0.01%	1121
2026 Q1	$7.26K	Sell	221 -3	-1%	-$97	﹤0.01%	1082
2025 Q4	$6.73K	Buy	224 +2	+0.9%	+$59	﹤0.01%	986
2025 Q3	$6.66K	Buy	222 +88	+66%	+$2.67K	﹤0.01%	981
2025 Q2	$4.09K	Buy	134 +119	+793%	+$3.48K	﹤0.01%	881
2025 Q1	$445	Buy	+15	New	+$471	﹤0.01%	1587
2024 Q4	–	Sell	-18	Closed	-$542	–	1482
2024 Q3	$542	Buy	+18	New	+$558	﹤0.01%	1089

Other funds holding PEBO

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Align Financial Hermantown, Minnesota $210M AUM 15.28% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

True Wealth Design held its Peoples Bancorp (PEBO) position steady in Q3 2026 at 221 shares worth $8.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

True Wealth Design first reported a position in PEBO in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.49K in Q2 2026. 27 funds tracked by Wall St. Rank hold PEBO as of Q3 2026.

True Wealth Design held 221 shares of Peoples Bancorp worth $8.09K as of Q3 2026.
True Wealth Design left its Peoples Bancorp share count unchanged in Q3 2026.
Peoples Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1161 holding.
True Wealth Design first reported a position in Peoples Bancorp in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's Peoples Bancorp position peaked at $8.49K in Q2 2026.
27 funds tracked by Wall St. Rank held Peoples Bancorp as of Q3 2026.

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