True Wealth Design’s Gibraltar Industries ROCK Stock Holding History

True Wealth Design’s Portfolio ROCK Stock Details ROCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.42K	Buy	+98	New	+$3.84K	﹤0.01%	1381
2025 Q4	–	Sell	-103	Closed	-$6.47K	–	2777
2025 Q3	$6.47K	Hold	103	–	–	﹤0.01%	987
2025 Q2	$6.08K	Sell	103 -74	-42%	-$4.24K	﹤0.01%	737
2025 Q1	$10.4K	Buy	+177	New	+$11K	﹤0.01%	463

Other funds holding ROCK

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM