TWD
PRIM icon

True Wealth Design’s Primoris Services PRIM Stock Holding History

True Wealth Design’s Portfolio PRIM Stock Details PRIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$373 Hold
5
– – ﹤0.01% 2221
2026
Q2 		$496 Hold
5
– – ﹤0.01% 2206
2026
Q1 		$716 Hold
5
– – ﹤0.01% 1924
2025
Q4 		$621 Sell
5
-2
-29% -$261 ﹤0.01% 1882
2025
Q3 		$962 Buy
7
+2
+40% +$215 ﹤0.01% 1763
2025
Q2 		$390 Sell
5
-18
-78% -$1.22K ﹤0.01% 1841
2025
Q1 		$1.32K Buy
23
+17
+283% +$1.23K ﹤0.01% 1160
2024
Q4 		$459 Buy
+6
New +$438 ﹤0.01% 1109

Other funds holding PRIM

HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

True Wealth Design held its Primoris Services (PRIM) position steady in Q3 2026 at 5 shares worth $373. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

True Wealth Design first reported a position in PRIM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.32K in Q1 2025. 14 funds tracked by Wall St. Rank hold PRIM as of Q3 2026.

  • True Wealth Design held 5 shares of Primoris Services worth $373 as of Q3 2026.
  • True Wealth Design left its Primoris Services share count unchanged in Q3 2026.
  • Primoris Services made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2221 holding.
  • True Wealth Design first reported a position in Primoris Services in Q4 2024 and has held it in 8 quarters since.
  • True Wealth Design's Primoris Services position peaked at $1.32K in Q1 2025.
  • 14 funds tracked by Wall St. Rank held Primoris Services as of Q3 2026.

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