Position in GNW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$804
-$97 QoQ
Shares Held
85
-23.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#347
of 366 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GNW Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026True Wealth Design, LLC holds $440,205 across 16 Insurance - Life names. GNW ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
|
703 | $125,612 | |
| 2 | UNM |
Unum Group
|
970 | $86,718 | |
| 3 | PRU |
Prudential Financial Inc
|
596 | $64,326 | |
| 4 | MET |
Metlife Inc
|
629 | $53,219 | |
| 5 | PRI |
Primerica, Inc.
|
127 | $36,093 | |
| 6 | AFL |
Aflac Inc
|
148 | $17,353 | |
| 7 | JXN |
Jackson Financial Inc.
|
142 | $14,539 | |
| 8 | LNC |
Lincoln National Corp
|
369 | $13,044 |
All Filings in GNW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $804 | 85 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $901 | 111 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,383 | 264 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,833 | 206 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $350 | 45 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $233 | 33 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||