True Wealth Design’s People Inc PPLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12.1K	Sell	289 -52	-15%	-$2.14K	﹤0.01%	997
2026 Q2	$15.7K	Buy	341 +72	+27%	+$3.07K	﹤0.01%	908
2026 Q1	$10.8K	Buy	269 +236	+715%	+$8.95K	﹤0.01%	949
2025 Q4	$1.29K	Sell	33 -66	-67%	-$2.31K	﹤0.01%	1611
2025 Q3	$3.37K	Buy	99 +73	+281%	+$2.72K	﹤0.01%	1256
2025 Q2	$971	Sell	26 -1,025	-98%	-$37K	﹤0.01%	1474
2025 Q1	$39.6K	Buy	1,051 +1,044	+14,914%	+$38.1K	0.02%	238
2024 Q4	$259	Sell	7 -65	-90%	-$2.6K	﹤0.01%	1190
2024 Q3	$3.18K	Buy	+72	New	+$3K	﹤0.01%	675

Other funds holding PPLI

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

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

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

True Wealth Design reduced its People Inc (PPLI) stake by 15% in Q3 2026, selling an estimated $2.14K and leaving 289 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

True Wealth Design first reported a position in PPLI in Q3 2024 and has held it in 9 quarters since. The position peaked at $39.6K in Q1 2025. 37 funds tracked by Wall St. Rank hold PPLI as of Q3 2026.

True Wealth Design held 289 shares of People Inc worth $12.1K as of Q3 2026.
True Wealth Design sold 52 People Inc shares in Q3 2026, an estimated $2.14K.
People Inc made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #997 holding.
True Wealth Design first reported a position in People Inc in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's People Inc position peaked at $39.6K in Q1 2025.
37 funds tracked by Wall St. Rank held People Inc as of Q3 2026.

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