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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
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 $1.99B AUM 86.33% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

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

True Wealth Design held its Peapack-Gladstone Financial (PGC) position steady in Q2 2026 at 58 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

True Wealth Design first reported a position in PGC in Q1 2025 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold PGC as of Q2 2026.

  • True Wealth Design held 58 shares of Peapack-Gladstone Financial worth $2.75K as of Q2 2026.
  • True Wealth Design left its Peapack-Gladstone Financial share count unchanged in Q2 2026.
  • Peapack-Gladstone Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1562 holding.
  • True Wealth Design first reported a position in Peapack-Gladstone Financial in Q1 2025 and has held it in 6 quarters since.
  • 15 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2026.

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