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
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