True Wealth Design’s Tredegar Corp TG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$262	Sell	38 -29	-43%	-$219	﹤0.01%	2296
2026 Q2	$534	Buy	67 +58	+644%	+$492	﹤0.01%	2186
2026 Q1	$72	Buy	9 +1	+13%	+$8	﹤0.01%	2518
2025 Q4	$58	Sell	8 -2	-20%	-$15	﹤0.01%	2405
2025 Q3	$81	Buy	10 +1	+11%	+$8	﹤0.01%	2494
2025 Q2	$80	Hold	9	–	–	﹤0.01%	2295
2025 Q1	$70	Sell	9 -1	-10%	-$8	﹤0.01%	2306
2024 Q4	$77	Buy	+10	New	+$76	﹤0.01%	1294

Other funds holding TG

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

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

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

True Wealth Design reduced its Tredegar Corp (TG) stake by 43% in Q3 2026, selling an estimated $219 and leaving 38 shares worth $262. The position accounts for ﹤0.01% of the portfolio, ranked #2296.

True Wealth Design first reported a position in TG in Q4 2024 and has held it in 8 quarters since. The position peaked at $534 in Q2 2026. 15 funds tracked by Wall St. Rank hold TG as of Q3 2026.

True Wealth Design held 38 shares of Tredegar Corp worth $262 as of Q3 2026.
True Wealth Design sold 29 Tredegar Corp shares in Q3 2026, an estimated $219.
Tredegar Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2296 holding.
True Wealth Design first reported a position in Tredegar Corp in Q4 2024 and has held it in 8 quarters since.
True Wealth Design's Tredegar Corp position peaked at $534 in Q2 2026.
15 funds tracked by Wall St. Rank held Tredegar Corp as of Q3 2026.

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