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True Wealth Design’s RGC Resources RGCO Stock Holding History

True Wealth Design’s Portfolio RGCO Stock Details RGCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$72 Sell
3
-1
-25% -$23 ﹤0.01% 2574
2026
Q1 		$89 Hold
4
– – ﹤0.01% 2491
2025
Q4 		$86 Hold
4
– – ﹤0.01% 2361
2025
Q3 		$90 Buy
4
+3
+300% +$66 ﹤0.01% 2469
2025
Q2 		$23 Hold
1
– – ﹤0.01% 2501
2025
Q1 		$21 Buy
+1
New +$21 ﹤0.01% 2581

Other funds holding RGCO

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

True Wealth Design's RGCO Position: Q2 2026 in Review

True Wealth Design reduced its RGC Resources (RGCO) stake by 25% in Q2 2026, selling an estimated $23 and leaving 3 shares worth $72. The position accounts for ﹤0.01% of the portfolio, ranked #2574.

True Wealth Design first reported a position in RGCO in Q1 2025 and has held it in 6 quarters since. The position peaked at $90 in Q3 2025. 23 funds tracked by Wall St. Rank hold RGCO as of Q2 2026.

  • True Wealth Design held 3 shares of RGC Resources worth $72 as of Q2 2026.
  • True Wealth Design sold 1 RGC Resources share in Q2 2026, an estimated $23.
  • RGC Resources made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2574 holding.
  • True Wealth Design first reported a position in RGC Resources in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's RGC Resources position peaked at $90 in Q3 2025.
  • 23 funds tracked by Wall St. Rank held RGC Resources as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.