True Wealth Design’s Vuzix VUZI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-63	Closed	-$183	–	2794
2026 Q2	$183	Buy	+63	New	+$198	﹤0.01%	2464

Other funds holding VUZI

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CAIM

Catherine Avery Investment Management Longboat Key, Florida $116M AUM 31.75% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

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

True Wealth Design sold out of Vuzix (VUZI) in Q3 2026, closing a stake of 63 shares — an estimated $183 sold.

True Wealth Design first reported a position in VUZI in Q2 2026 and held it in 1 quarter. The position peaked at $183 in Q2 2026. 4 funds tracked by Wall St. Rank hold VUZI as of Q3 2026.

True Wealth Design reported no remaining Vuzix position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 63 Vuzix shares in Q3 2026, an estimated $183.
True Wealth Design first reported a position in Vuzix in Q2 2026 and held it in 1 quarter.
True Wealth Design's Vuzix position peaked at $183 in Q2 2026.
4 funds tracked by Wall St. Rank held Vuzix as of Q3 2026.

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