Position in AER
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$22,741
+$1,204 QoQ
Shares Held
156
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#609
of 686 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AER Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026True Wealth Design, LLC holds $61,100 across 10 Rental & Leasing Services names. AER ranks #1 (37.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AER |
AerCap Holdings N.V.
This page
|
156 | $22,741 | |
| 2 | URI |
United Rentals, Inc.
|
14 | $15,860 | |
| 3 | UHAL |
U-Haul Holding Co /NV/
|
193 | $12,629 | |
| 4 | R |
Ryder System Inc
|
18 | $4,747 | |
| 5 | PRG |
PROG Holdings, Inc.
|
46 | $2,144 | |
| 6 | CTOS |
Custom Truck One Source, Inc.
|
84 | $992 | |
| 7 | ALTG |
Alta Equipment Group Inc.
|
122 | $789 | |
| 8 | HTZ |
Hertz Global Holdings, Inc
|
218 | $493 |
All Filings in AER
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,741 | 156 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $21,537 | 157 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $22,426 | 156 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $18,876 | 156 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||