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RGP icon

True Wealth Design’s Resources Connection RGP Stock Holding History

True Wealth Design’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$166 Buy
39
+30
+333% +$126 ﹤0.01% 2481
2026
Q1 		$34 Buy
+9
New +$37 ﹤0.01% 2596
2025
Q4 		– Sell
-15
Closed -$76 – 2773
2025
Q3 		$76 Sell
15
-61
-80% -$313 ﹤0.01% 2505
2025
Q2 		$409 Sell
76
-374
-83% -$2.03K ﹤0.01% 1821
2025
Q1 		$2.94K Sell
450
-117
-21% -$908 ﹤0.01% 870
2024
Q4 		$4.84K Buy
+567
New +$4.78K ﹤0.01% 540

Other funds holding RGP

MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

True Wealth Design increased its Resources Connection (RGP) stake by 333% in Q2 2026, buying an estimated $126 and bringing the position to 39 shares worth $166. The position accounts for ﹤0.01% of the portfolio, ranked #2481.

True Wealth Design first reported a position in RGP in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.84K in Q4 2024. 7 funds tracked by Wall St. Rank hold RGP as of Q2 2026.

  • True Wealth Design held 39 shares of Resources Connection worth $166 as of Q2 2026.
  • True Wealth Design bought 30 Resources Connection shares in Q2 2026, an estimated $126.
  • Resources Connection made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2481 holding.
  • True Wealth Design first reported a position in Resources Connection in Q4 2024 and has held it in 6 quarters since.
  • True Wealth Design's Resources Connection position peaked at $4.84K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Resources Connection as of Q2 2026.

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