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True Wealth Design, LLC → FLNC
True Wealth Design, LLC FLNC Position History
Fluence Energy, Inc. • Manufacturing
Quarters held
5
Latest value
$7K
Q3 2026
Peak value
$19K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10K |
| Q4 2025 | $19K |
| Q1 2026 | $13K |
| Q2 2026 | $19K |
| Q3 2026 | $7K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7K | 854 | — | — |
| Q2 2026 | $19K | 965 | — | — |
| Q1 2026 | $13K | 965 | — | — |
| Q4 2025 | $19K | 965 | — | — |
| Q3 2025 | $10K | 965 | — | — |