True Wealth Design’s Signet Jewelers SIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.7K	Sell	310 -5	-2%	-$432	0.01%	713
2026 Q1	$26.7K	Hold	315	–	–	0.01%	602
2025 Q4	$26.1K	Sell	315 -1	-0.3%	-$95	0.01%	520
2025 Q3	$30.3K	Buy	316 +1	+0.3%	+$86	0.01%	453
2025 Q2	$25.1K	Buy	315 +14	+5%	+$931	0.01%	329
2025 Q1	$17.5K	Buy	+301	New	+$17.2K	0.01%	366
2024 Q4	–	Sell	-37	Closed	-$3.82K	–	1500
2024 Q3	$3.82K	Buy	+37	New	+$3.13K	﹤0.01%	630

Other funds holding SIG

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

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

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 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 $59.6B AUM 29.42% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

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

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return