TWD
TRTX

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
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

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return