True Wealth Design’s Peakstone Realty Trust PKST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-7	Closed	-$147	–	2835
2026 Q1	$147	Hold	7	–	–	﹤0.01%	2392
2025 Q4	$101	Hold	7	–	–	﹤0.01%	2343
2025 Q3	$92	Hold	7	–	–	﹤0.01%	2463
2025 Q2	$93	Buy	7 +3	+75%	+$37	﹤0.01%	2256
2025 Q1	$51	Buy	+4	New	+$45	﹤0.01%	2381

Other funds holding PKST

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

True Wealth Design sold out of Peakstone Realty Trust (PKST) in Q2 2026, closing a stake of 7 shares — an estimated $147 sold.

True Wealth Design first reported a position in PKST in Q1 2025 and held it in 5 quarters. The position peaked at $147 in Q1 2026. 1 fund tracked by Wall St. Rank holds PKST as of Q2 2026.

True Wealth Design reported no remaining Peakstone Realty Trust position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 7 Peakstone Realty Trust shares in Q2 2026, an estimated $147.
True Wealth Design first reported a position in Peakstone Realty Trust in Q1 2025 and held it in 5 quarters.
True Wealth Design's Peakstone Realty Trust position peaked at $147 in Q1 2026.
1 fund tracked by Wall St. Rank held Peakstone Realty Trust as of Q2 2026.

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