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 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

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return