True Wealth Design’s Veren VRN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-15	Closed	-$93	–	1536
2024 Q3	$93	Sell	15 -7	-32%	-$50	﹤0.01%	1234
2024 Q2	$174	Buy	+22	New	+$185	﹤0.01%	756

Other funds holding VRN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ninepoint Partners Toronto, Ontario, Canada $904M AUM 39.64% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

True Wealth Design's VRN Position: Q4 2024 in Review

True Wealth Design sold out of Veren (VRN) in Q4 2024, closing a stake of 15 shares — an estimated $93 sold.

True Wealth Design first reported a position in VRN in Q2 2024 and held it in 2 quarters. The position peaked at $174 in Q2 2024. 199 funds tracked by Wall St. Rank hold VRN as of Q4 2024.

True Wealth Design reported no remaining Veren position as of Q4 2024 after selling out during the quarter.
True Wealth Design sold 15 Veren shares in Q4 2024, an estimated $93.
True Wealth Design first reported a position in Veren in Q2 2024 and held it in 2 quarters.
True Wealth Design's Veren position peaked at $174 in Q2 2024.
199 funds tracked by Wall St. Rank held Veren as of Q4 2024.

Based on True Wealth Design's 13F filing for Q4 2024, filed 14 Feb 2025.