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PRG icon

True Wealth Design’s PROG Holdings PRG Stock Holding History

True Wealth Design’s Portfolio PRG Stock Details PRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.09K Buy
100
+54
+117% +$2.19K ﹤0.01% 1521
2026
Q2 		$2.14K Sell
46
-24
-34% -$837 ﹤0.01% 1659
2026
Q1 		$2.01K Buy
70
+33
+89% +$1.07K ﹤0.01% 1537
2025
Q4 		$1.09K Sell
37
-22
-37% -$656 ﹤0.01% 1676
2025
Q3 		$1.91K Buy
59
+41
+228% +$1.34K ﹤0.01% 1478
2025
Q2 		$529 Hold
18
– – ﹤0.01% 1717
2025
Q1 		$479 Buy
+18
New +$636 ﹤0.01% 1557
2024
Q4 		– Sell
-23
Closed -$1.12K – 1484
2024
Q3 		$1.12K Buy
+23
New +$974 ﹤0.01% 947

Other funds holding PRG

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 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
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

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

True Wealth Design increased its PROG Holdings (PRG) stake by 117% in Q3 2026, buying an estimated $2.19K and bringing the position to 100 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

True Wealth Design first reported a position in PRG in Q3 2024 and has held it in 8 quarters since. 23 funds tracked by Wall St. Rank hold PRG as of Q3 2026.

  • True Wealth Design held 100 shares of PROG Holdings worth $3.09K as of Q3 2026.
  • True Wealth Design bought 54 PROG Holdings shares in Q3 2026, an estimated $2.19K.
  • PROG Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1521 holding.
  • True Wealth Design first reported a position in PROG Holdings in Q3 2024 and has held it in 8 quarters since.
  • 23 funds tracked by Wall St. Rank held PROG Holdings as of Q3 2026.

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