True Wealth Design’s X-Energy Inc XE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$71	Buy	+5	New	+$86	﹤0.01%	2478

Other funds holding XE

SCM

Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return

Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

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

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

True Wealth Design opened a new position in X-Energy Inc (XE) in Q3 2026: 5 shares worth $71. The stake represents ﹤0.01% of the portfolio and ranks #2478 among its holdings.

16 funds tracked by Wall St. Rank hold XE as of Q3 2026.

True Wealth Design held 5 shares of X-Energy Inc worth $71 as of Q3 2026.
X-Energy Inc was a new True Wealth Design position in Q3 2026.
X-Energy Inc made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2478 holding.
16 funds tracked by Wall St. Rank held X-Energy Inc as of Q3 2026.

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