True Wealth Design’s TPG RE Finance Trust TRTX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$739	Buy	118 +37	+46%	+$291	﹤0.01%	2024
2026 Q2	$678	Buy	81 +77	+1,925%	+$643	﹤0.01%	2103
2026 Q1	$32	Sell	4 -19	-83%	-$164	﹤0.01%	2601
2025 Q4	$199	Buy	+23	New	+$204	﹤0.01%	2229
2025 Q2	–	Sell	-18	Closed	-$147	–	2825
2025 Q1	$147	Buy	+18	New	+$152	﹤0.01%	2071

Other funds holding TRTX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

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

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

True Wealth Design increased its TPG RE Finance Trust (TRTX) stake by 46% in Q3 2026, buying an estimated $291 and bringing the position to 118 shares worth $739. The position accounts for ﹤0.01% of the portfolio, ranked #2024.

True Wealth Design first reported a position in TRTX in Q1 2025 and has held it in 5 quarters since. 6 funds tracked by Wall St. Rank hold TRTX as of Q3 2026.

True Wealth Design held 118 shares of TPG RE Finance Trust worth $739 as of Q3 2026.
True Wealth Design bought 37 TPG RE Finance Trust shares in Q3 2026, an estimated $291.
TPG RE Finance Trust made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2024 holding.
True Wealth Design first reported a position in TPG RE Finance Trust in Q1 2025 and has held it in 5 quarters since.
6 funds tracked by Wall St. Rank held TPG RE Finance Trust as of Q3 2026.

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