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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 		– Hold
0
– -$2 – 2863
2025
Q3 		– Sell
-5
Closed -$66 – 2712
2025
Q2 		$59 Buy
5
+3
+150% +$41 ﹤0.01% 2350
2025
Q1 		$24 Buy
+2
New +$34 ﹤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 $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
EGM
Engineers Gate Manager New York $7.71B AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

True Wealth Design held its Solarmax Technology (SMXT) position steady in Q4 2025 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2863.

True Wealth Design first reported a position in SMXT in Q1 2025 and has held it in 2 quarters since. The position peaked at $59 in Q2 2025. 19 funds tracked by Wall St. Rank hold SMXT as of Q4 2025.

  • True Wealth Design held 0 shares of Solarmax Technology worth $0 as of Q4 2025.
  • True Wealth Design left its Solarmax Technology share count unchanged in Q4 2025.
  • Solarmax Technology made up ﹤0.01% of True Wealth Design's portfolio in Q4 2025, its #2863 holding.
  • True Wealth Design first reported a position in Solarmax Technology in Q1 2025 and has held it in 2 quarters since.
  • True Wealth Design's Solarmax Technology position peaked at $59 in Q2 2025.
  • 19 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.