Back to GDOT
True Wealth Design, LLC → GDOT
True Wealth Design, LLC GDOT Position History
Green Dot Corporation
Quarters held
5
Latest value
$640
Q3 2026
Peak value
$766
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $766 |
| Q4 2025 | $731 |
| Q1 2026 | $640 |
| Q2 2026 | $379 |
| Q3 2026 | $640 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $640 | 52 | — | — |
| Q2 2026 | $379 | 28 | — | — |
| Q1 2026 | $640 | 57 | — | — |
| Q4 2025 | $731 | 57 | — | — |
| Q3 2025 | $766 | 57 | — | — |
Other funds holding GDOT
$99.2M
$73.7M
$58.8M
$52.4M
$47.4M
$46.8M