True Wealth Design’s Perspective Therapeutics CATX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$222	Buy	+65	New	+$246	﹤0.01%	2428
2025 Q2	–	Sell	-15	Closed	-$32	–	2614
2025 Q1	$32	Buy	+15	New	+$45	﹤0.01%	2493

Other funds holding CATX

Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return