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True Wealth Design’s Ring Energy REI Stock Holding History

True Wealth Design’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$57 Buy
+43
New +$57 ﹤0.01% 2502
2025
Q3 		– Sell
-60
Closed -$48 – 2858
2025
Q2 		$48 Sell
60
-161
-73% -$136 ﹤0.01% 2390
2025
Q1 		$255 Buy
221
+219
+10,950% +$286 ﹤0.01% 1854
2024
Q4 		$3 Buy
+2
New +$3 ﹤0.01% 1350

Other funds holding REI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FCMT
Founders Capital Management (Texas) Houston, Texas $220M AUM 46.36% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $157M AUM 7.28% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

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

True Wealth Design opened a new position in Ring Energy (REI) in Q3 2026: 43 shares worth $57. The stake represents ﹤0.01% of the portfolio and ranks #2502 among its holdings. This is a return to the name: True Wealth Design previously reported a position in REI as recently as Q2 2025.

True Wealth Design first reported a position in REI in Q4 2024 and has held it in 4 quarters since. The position peaked at $255 in Q1 2025. 9 funds tracked by Wall St. Rank hold REI as of Q3 2026.

  • True Wealth Design held 43 shares of Ring Energy worth $57 as of Q3 2026.
  • Ring Energy was a new True Wealth Design position in Q3 2026.
  • Ring Energy made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2502 holding.
  • True Wealth Design first reported a position in Ring Energy in Q4 2024 and has held it in 4 quarters since.
  • True Wealth Design's Ring Energy position peaked at $255 in Q1 2025.
  • 9 funds tracked by Wall St. Rank held Ring Energy as of Q3 2026.

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