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True Wealth Design’s Peapack-Gladstone Financial PGC Stock Holding History

True Wealth Design’s Portfolio PGC Stock Details PGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.53K Hold
58
– – ﹤0.01% 1593
2026
Q2 		$2.75K Hold
58
– – ﹤0.01% 1562
2026
Q1 		$2.04K Sell
58
-3
-5% -$98 ﹤0.01% 1532
2025
Q4 		$1.7K Sell
61
-14
-19% -$381 ﹤0.01% 1512
2025
Q3 		$2.07K Buy
75
+68
+971% +$1.91K ﹤0.01% 1442
2025
Q2 		$198 Hold
7
– – ﹤0.01% 2077
2025
Q1 		$199 Buy
+7
New +$220 ﹤0.01% 1964

Other funds holding PGC

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

True Wealth Design held its Peapack-Gladstone Financial (PGC) position steady in Q3 2026 at 58 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

True Wealth Design first reported a position in PGC in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.75K in Q2 2026. 12 funds tracked by Wall St. Rank hold PGC as of Q3 2026.

  • True Wealth Design held 58 shares of Peapack-Gladstone Financial worth $2.53K as of Q3 2026.
  • True Wealth Design left its Peapack-Gladstone Financial share count unchanged in Q3 2026.
  • Peapack-Gladstone Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1593 holding.
  • True Wealth Design first reported a position in Peapack-Gladstone Financial in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Peapack-Gladstone Financial position peaked at $2.75K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q3 2026.

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