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True Wealth Design’s Solarmax Technology SMXT Stock Holding History

True Wealth Design’s Portfolio SMXT Stock Details SMXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1
Closed -$2 – 2863
2025
Q3 		$2 Sell
1
-53
-98% -$58 ﹤0.01% 2712
2025
Q2 		$59 Buy
54
+34
+170% +$39 ﹤0.01% 2350
2025
Q1 		$24 Buy
+20
New +$29 ﹤0.01% 2558

Other funds holding SMXT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
EGM
Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

True Wealth Design's SMXT Position: Q4 2025 in Review

True Wealth Design sold out of Solarmax Technology (SMXT) in Q4 2025, closing a stake of 1 share — an estimated $2 sold.

True Wealth Design first reported a position in SMXT in Q1 2025 and held it in 3 quarters. The position peaked at $59 in Q2 2025. 20 funds tracked by Wall St. Rank hold SMXT as of Q4 2025.

  • True Wealth Design reported no remaining Solarmax Technology position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 1 Solarmax Technology share in Q4 2025, an estimated $2.
  • True Wealth Design first reported a position in Solarmax Technology in Q1 2025 and held it in 3 quarters.
  • True Wealth Design's Solarmax Technology position peaked at $59 in Q2 2025.
  • 20 funds tracked by Wall St. Rank held Solarmax Technology as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.