Back to SHLS
True Wealth Design, LLC → SHLS
True Wealth Design, LLC SHLS Position History
Shoals Technologies Group, Inc. • Energy
Quarters held
5
Latest value
$681
Q3 2026
Peak value
$681
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $186 |
| Q4 2025 | $213 |
| Q1 2026 | $165 |
| Q2 2026 | $387 |
| Q3 2026 | $681 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $681 | 84 | — | — |
| Q2 2026 | $387 | 39 | — | — |
| Q1 2026 | $165 | 25 | — | — |
| Q4 2025 | $213 | 25 | — | — |
| Q3 2025 | $186 | 25 | — | — |
Other funds holding SHLS
$59.9M
$59.9M
$48.9M
$44.4M
$41.7M