True Wealth Design’s Riley Exploration Permian REPX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.76K	Buy	69 +6	+10%	+$224	﹤0.01%	1563
2026 Q2	$2.08K	Buy	63 +52	+473%	+$1.85K	﹤0.01%	1677
2026 Q1	$401	Buy	+11	New	+$327	﹤0.01%	2127
2025 Q2	–	Sell	-62	Closed	-$1.81K	–	2789
2025 Q1	$1.81K	Hold	62	–	–	﹤0.01%	1043
2024 Q4	$1.98K	Buy	62 +5	+9%	+$154	﹤0.01%	738
2024 Q3	$1.51K	Buy	+57	New	+$1.57K	﹤0.01%	861

Other funds holding REPX

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

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

True Wealth Design increased its Riley Exploration Permian (REPX) stake by 9.5% in Q3 2026, buying an estimated $224 and bringing the position to 69 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

True Wealth Design first reported a position in REPX in Q3 2024 and has held it in 6 quarters since. 4 funds tracked by Wall St. Rank hold REPX as of Q3 2026.

True Wealth Design held 69 shares of Riley Exploration Permian worth $2.76K as of Q3 2026.
True Wealth Design bought 6 Riley Exploration Permian shares in Q3 2026, an estimated $224.
Riley Exploration Permian made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1563 holding.
True Wealth Design first reported a position in Riley Exploration Permian in Q3 2024 and has held it in 6 quarters since.
4 funds tracked by Wall St. Rank held Riley Exploration Permian as of Q3 2026.

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