True Wealth Design’s Pelagos Insurance Capital PLGO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.09K	Hold	46	–	–	﹤0.01%	1908
2026 Q2	$1.12K	Hold	46	–	–	﹤0.01%	1937
2026 Q1	$880	Sell	46 -11	-19%	-$210	﹤0.01%	1852
2025 Q4	$1.12K	Buy	57 +14	+33%	+$261	﹤0.01%	1667
2025 Q3	$781	Sell	43 -8	-16%	-$133	﹤0.01%	1839
2025 Q2	$846	Buy	51 +14	+38%	+$232	﹤0.01%	1530
2025 Q1	$600	Buy	+37	New	+$592	﹤0.01%	1476

Other funds holding PLGO

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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

True Wealth Design held its Pelagos Insurance Capital (PLGO) position steady in Q3 2026 at 46 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1908.

True Wealth Design first reported a position in PLGO in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.12K in Q2 2026. 11 funds tracked by Wall St. Rank hold PLGO as of Q3 2026.

True Wealth Design held 46 shares of Pelagos Insurance Capital worth $1.09K as of Q3 2026.
True Wealth Design left its Pelagos Insurance Capital share count unchanged in Q3 2026.
Pelagos Insurance Capital made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1908 holding.
True Wealth Design first reported a position in Pelagos Insurance Capital in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Pelagos Insurance Capital position peaked at $1.12K in Q2 2026.
11 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q3 2026.

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