TWD
BBNX

True Wealth Design’s Beta Bionics BBNX Stock Holding History

True Wealth Design’s Portfolio BBNX Stock Details BBNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$471 Sell
30
-12
-29% -$143 ﹤0.01% 2220
2026
Q1 		$421 Sell
42
-64
-60% -$947 ﹤0.01% 2109
2025
Q4 		$3.23K Hold
106
– – ﹤0.01% 1263
2025
Q3 		$2.11K Hold
106
– – ﹤0.01% 1439
2025
Q2 		$1.54K Buy
+106
New +$1.5K ﹤0.01% 1283

Other funds holding BBNX

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

True Wealth Design's BBNX Position: Q2 2026 in Review

True Wealth Design reduced its Beta Bionics (BBNX) stake by 29% in Q2 2026, selling an estimated $143 and leaving 30 shares worth $471. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

True Wealth Design first reported a position in BBNX in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.23K in Q4 2025. 19 funds tracked by Wall St. Rank hold BBNX as of Q2 2026.

  • True Wealth Design held 30 shares of Beta Bionics worth $471 as of Q2 2026.
  • True Wealth Design sold 12 Beta Bionics shares in Q2 2026, an estimated $143.
  • Beta Bionics made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2220 holding.
  • True Wealth Design first reported a position in Beta Bionics in Q2 2025 and has held it in 5 quarters since.
  • True Wealth Design's Beta Bionics position peaked at $3.23K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Beta Bionics as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.