True Wealth Design’s Tejon Ranch TRC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$552	Hold	34	–	–	﹤0.01%	2105
2026 Q2	$636	Sell	34 -23	-40%	-$445	﹤0.01%	2120
2026 Q1	$1.07K	Sell	57 -6	-10%	-$104	﹤0.01%	1784
2025 Q4	$994	Buy	63 +15	+31%	+$239	﹤0.01%	1706
2025 Q3	$768	Buy	48 +2	+4%	+$35	﹤0.01%	1849
2025 Q2	$781	Buy	46 +3	+7%	+$49	﹤0.01%	1566
2025 Q1	$682	Buy	43 +12	+39%	+$191	﹤0.01%	1425
2024 Q4	$493	Buy	+31	New	+$500	﹤0.01%	1095

Other funds holding TRC

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

VCM

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

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

FFA

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

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

True Wealth Design held its Tejon Ranch (TRC) position steady in Q3 2026 at 34 shares worth $552. The position accounts for ﹤0.01% of the portfolio, ranked #2105.

True Wealth Design first reported a position in TRC in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.07K in Q1 2026. 5 funds tracked by Wall St. Rank hold TRC as of Q3 2026.

True Wealth Design held 34 shares of Tejon Ranch worth $552 as of Q3 2026.
True Wealth Design left its Tejon Ranch share count unchanged in Q3 2026.
Tejon Ranch made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2105 holding.
True Wealth Design first reported a position in Tejon Ranch in Q4 2024 and has held it in 8 quarters since.
True Wealth Design's Tejon Ranch position peaked at $1.07K in Q1 2026.
5 funds tracked by Wall St. Rank held Tejon Ranch as of Q3 2026.

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