Back to REGCP
TrustWell Financial Advisors, LLC → REGCP
TrustWell Financial Advisors, LLC REGCP Position History
REGCP
Quarters held
4
Latest value
$5.3M
Q3 2026
Peak value
$5.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.7M |
| Q1 2026 | $4.1M |
| Q2 2026 | $5.9M |
| Q3 2026 | $5.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.3M | 73.8K | — | — |
| Q2 2026 | $5.9M | 73.8K | — | — |
| Q1 2026 | $4.1M | 54.8K | — | — |
| Q4 2025 | $3.7M | 54.0K | — | — |
Other funds holding REGCP
$979.3M
$979.3M
$936.9M
$649.8M
$619.3M
$602M
$381.1M