True Wealth Design’s Peloton Interactive PTON Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.13K	Sell	827 -1,065	-56%	-$5.96K	﹤0.01%	1413
2026 Q2	$11.2K	Buy	1,892 +1,507	+391%	+$8.13K	﹤0.01%	1026
2026 Q1	$1.65K	Buy	385 +196	+104%	+$956	﹤0.01%	1622
2025 Q4	$1.16K	Hold	189	–	–	﹤0.01%	1654
2025 Q3	$1.7K	Hold	189	–	–	﹤0.01%	1528
2025 Q2	$1.31K	Sell	189 -1,088	-85%	-$7.07K	﹤0.01%	1355
2025 Q1	$8.07K	Buy	1,277 +1,241	+3,447%	+$9.7K	﹤0.01%	542
2024 Q4	$314	Buy	+36	New	+$280	﹤0.01%	1162

Other funds holding PTON

KMC

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 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

SCA

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

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

True Wealth Design reduced its Peloton Interactive (PTON) stake by 56% in Q3 2026, selling an estimated $5.96K and leaving 827 shares worth $4.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

True Wealth Design first reported a position in PTON in Q4 2024 and has held it in 8 quarters since. The position peaked at $11.2K in Q2 2026. 44 funds tracked by Wall St. Rank hold PTON as of Q3 2026.

True Wealth Design held 827 shares of Peloton Interactive worth $4.13K as of Q3 2026.
True Wealth Design sold 1,065 Peloton Interactive shares in Q3 2026, an estimated $5.96K.
Peloton Interactive made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1413 holding.
True Wealth Design first reported a position in Peloton Interactive in Q4 2024 and has held it in 8 quarters since.
True Wealth Design's Peloton Interactive position peaked at $11.2K in Q2 2026.
44 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2026.

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