True Wealth Design’s Bio-Rad Laboratories Class A BIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.8K	Buy	18 +2	+13%	+$698	﹤0.01%	1224
2026 Q2	$4.7K	Sell	16 -6	-27%	-$1.7K	﹤0.01%	1356
2026 Q1	$6.13K	Buy	22 +2	+10%	+$576	﹤0.01%	1130
2025 Q4	$6.06K	Buy	20 +1	+5%	+$312	﹤0.01%	1015
2025 Q3	$5.33K	Buy	+19	New	+$5.17K	﹤0.01%	1058
2025 Q2	–	Sell	-1	Closed	-$244	–	2598
2025 Q1	$244	Sell	1 -13	-93%	-$3.91K	﹤0.01%	1871
2024 Q4	$4.6K	Buy	+14	New	+$4.75K	﹤0.01%	549
2024 Q1	–	Sell	-1	Closed	-$323	–	791
2023 Q4	$323	Hold	1	–	–	﹤0.01%	593
2023 Q3	$359	Hold	1	–	–	﹤0.01%	510
2023 Q2	$380	Hold	1	–	–	﹤0.01%	516
2023 Q1	$480	Buy	+1	New	+$468	﹤0.01%	534

Other funds holding BIO

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

SGH

Sivik Global Healthcare Greenwich, Connecticut $175M AUM 28.78% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

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

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

True Wealth Design increased its Bio-Rad Laboratories Class A (BIO) stake by 13% in Q3 2026, buying an estimated $698 and bringing the position to 18 shares worth $6.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

True Wealth Design first reported a position in BIO in Q1 2023 and has held it in 11 quarters since. 34 funds tracked by Wall St. Rank hold BIO as of Q3 2026.

True Wealth Design held 18 shares of Bio-Rad Laboratories Class A worth $6.8K as of Q3 2026.
True Wealth Design bought 2 Bio-Rad Laboratories Class A shares in Q3 2026, an estimated $698.
Bio-Rad Laboratories Class A made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1224 holding.
True Wealth Design first reported a position in Bio-Rad Laboratories Class A in Q1 2023 and has held it in 11 quarters since.
34 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q3 2026.

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