True Wealth Design’s Venu Holding Corp VENU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$13	Buy	+9	New	+$18	﹤0.01%	2563

Other funds holding VENU

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Gibraltar Capital Management Tulsa, Oklahoma $664M AUM 19.72% 1-Year Est. Return

Altus Wealth Group Colorado Springs, Colorado $266M AUM 17.94% 1-Year Est. Return

Trustmark National Bank Trust Department Jackson, Mississippi $1.67B AUM 12.25% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Intergy Private Wealth Colorado Springs, Colorado $445M AUM 17.63% 1-Year Est. Return

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

True Wealth Design opened a new position in Venu Holding Corp (VENU) in Q3 2026: 9 shares worth $13. The stake represents ﹤0.01% of the portfolio and ranks #2563 among its holdings.

42 funds tracked by Wall St. Rank hold VENU as of Q3 2026.

True Wealth Design held 9 shares of Venu Holding Corp worth $13 as of Q3 2026.
Venu Holding Corp was a new True Wealth Design position in Q3 2026.
Venu Holding Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2563 holding.
42 funds tracked by Wall St. Rank held Venu Holding Corp as of Q3 2026.

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