True Wealth Design’s Alumis Inc ALMS Stock Holding History

True Wealth Design’s Portfolio ALMS Stock Details ALMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.81K	Buy	245 +13	+6%	+$269	﹤0.01%	1715
2026 Q2	$6.53K	Sell	232 -12	-5%	-$279	﹤0.01%	1219
2026 Q1	$5.38K	Hold	244	–	–	﹤0.01%	1184
2025 Q4	$2.38K	Buy	244 +2	+0.8%	+$14	﹤0.01%	1387
2025 Q3	$966	Buy	+242	New	+$997	﹤0.01%	1762
2025 Q2	–	Sell	-4	Closed	-$25	–	2857
2025 Q1	$25	Buy	+4	New	+$23	﹤0.01%	2552

Other funds holding ALMS

Trium Capital London, United Kingdom $79.4M AUM 36.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

True Wealth Design's ALMS Position: Q3 2026 in Review

True Wealth Design increased its Alumis Inc (ALMS) stake by 5.6% in Q3 2026, buying an estimated $269 and bringing the position to 245 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1715.

True Wealth Design first reported a position in ALMS in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.53K in Q2 2026. 12 funds tracked by Wall St. Rank hold ALMS as of Q3 2026.

True Wealth Design held 245 shares of Alumis Inc worth $1.81K as of Q3 2026.
True Wealth Design bought 13 Alumis Inc shares in Q3 2026, an estimated $269.
Alumis Inc made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1715 holding.
True Wealth Design first reported a position in Alumis Inc in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's Alumis Inc position peaked at $6.53K in Q2 2026.
12 funds tracked by Wall St. Rank held Alumis Inc as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.