True Wealth Design’s Solidion Technology STI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1	Closed	-$5	–	2861
2025 Q3	$5	Sell	1 -4	-80%	-$17	﹤0.01%	2708
2025 Q2	$20	Sell	5 -4	-44%	-$17	﹤0.01%	2513
2025 Q1	$54	Buy	+9	New	+$156	﹤0.01%	2367

Other funds holding STI

AFM

Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

True Wealth Design sold out of Solidion Technology (STI) in Q4 2025, closing a stake of 1 share — an estimated $5 sold.

True Wealth Design first reported a position in STI in Q1 2025 and held it in 3 quarters. The position peaked at $54 in Q1 2025. 18 funds tracked by Wall St. Rank hold STI as of Q4 2025.

True Wealth Design reported no remaining Solidion Technology position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 1 Solidion Technology share in Q4 2025, an estimated $5.
True Wealth Design first reported a position in Solidion Technology in Q1 2025 and held it in 3 quarters.
True Wealth Design's Solidion Technology position peaked at $54 in Q1 2025.
18 funds tracked by Wall St. Rank held Solidion Technology as of Q4 2025.

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