Fund Insights
Common Fund Bets
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Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
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WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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TWD
True Wealth Design’s
Resources Connection
RGP
Stock Holding History
True Wealth Design’s Portfolio
RGP Stock Details
RGP Fund Activity
Bought
Maintained
Sold
Shares
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
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
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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