TWD
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
Q3 		– Sell
-39
Closed -$166 – 2747
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

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

True Wealth Design sold out of Resources Connection (RGP) in Q3 2026, closing a stake of 39 shares — an estimated $166 sold.

True Wealth Design first reported a position in RGP in Q4 2024 and held it in 6 quarters. The position peaked at $4.84K in Q4 2024. 6 funds tracked by Wall St. Rank hold RGP as of Q3 2026.

  • True Wealth Design reported no remaining Resources Connection position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 39 Resources Connection shares in Q3 2026, an estimated $166.
  • True Wealth Design first reported a position in Resources Connection in Q4 2024 and held it in 6 quarters.
  • True Wealth Design's Resources Connection position peaked at $4.84K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Resources Connection as of Q3 2026.

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