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True Wealth Design’s Shenandoah Telecom SHEN Stock Holding History

True Wealth Design’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.21K Buy
197
+169
+604% +$2.08K ﹤0.01% 1642
2026
Q2 		$423 Buy
+28
New +$441 ﹤0.01% 2251

Other funds holding SHEN

GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

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

True Wealth Design increased its Shenandoah Telecom (SHEN) stake by 604% in Q3 2026, buying an estimated $2.08K and bringing the position to 197 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

True Wealth Design first reported a position in SHEN in Q2 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold SHEN as of Q3 2026.

  • True Wealth Design held 197 shares of Shenandoah Telecom worth $2.21K as of Q3 2026.
  • True Wealth Design bought 169 Shenandoah Telecom shares in Q3 2026, an estimated $2.08K.
  • Shenandoah Telecom made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1642 holding.
  • True Wealth Design first reported a position in Shenandoah Telecom in Q2 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q3 2026.

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