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True Wealth Design, LLC IT Position History
Gartner, Inc. • Technology
Quarters held
5
Latest value
$114K
Q3 2026
Peak value
$114K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $42K |
| Q4 2025 | $106K |
| Q1 2026 | $69K |
| Q2 2026 | $63K |
| Q3 2026 | $114K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $114K | 609 | — | — |
| Q2 2026 | $63K | 484 | — | — |
| Q1 2026 | $69K | 438 | — | — |
| Q4 2025 | $106K | 419 | — | — |
| Q3 2025 | $42K | 160 | — | — |
Other funds holding IT
$3.8B
$3.7B
$2.5B
$2.1B
$1.9B