True Wealth Design’s Sable Offshore Corp SOC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-5	Closed	-$16	–	2806
2026 Q2	$16	Buy	+5	New	+$64	﹤0.01%	2632

Other funds holding SOC

Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

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

True Wealth Design sold out of Sable Offshore Corp (SOC) in Q3 2026, closing a stake of 5 shares — an estimated $16 sold.

True Wealth Design first reported a position in SOC in Q2 2026 and held it in 1 quarter. The position peaked at $16 in Q2 2026. 9 funds tracked by Wall St. Rank hold SOC as of Q3 2026.

True Wealth Design reported no remaining Sable Offshore Corp position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 5 Sable Offshore Corp shares in Q3 2026, an estimated $16.
True Wealth Design first reported a position in Sable Offshore Corp in Q2 2026 and held it in 1 quarter.
True Wealth Design's Sable Offshore Corp position peaked at $16 in Q2 2026.
9 funds tracked by Wall St. Rank held Sable Offshore Corp as of Q3 2026.

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