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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
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

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

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

True Wealth Design held its Peoples Bancorp (PEBO) position steady in Q2 2026 at 221 shares worth $8.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

True Wealth Design first reported a position in PEBO in Q3 2024 and has held it in 7 quarters since. 21 funds tracked by Wall St. Rank hold PEBO as of Q2 2026.

  • True Wealth Design held 221 shares of Peoples Bancorp worth $8.49K as of Q2 2026.
  • True Wealth Design left its Peoples Bancorp share count unchanged in Q2 2026.
  • Peoples Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1121 holding.
  • True Wealth Design first reported a position in Peoples Bancorp in Q3 2024 and has held it in 7 quarters since.
  • 21 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2026.

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