TWD
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True Wealth Design’s CB Financial Services CBFV Stock Holding History

True Wealth Design’s Portfolio CBFV Stock Details CBFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38 Buy
+1
New +$36 ﹤0.01% 2612
2025
Q4 		– Sell
-1
Closed -$34 – 2612
2025
Q3 		$34 Buy
+1
New +$32 ﹤0.01% 2617

Other funds holding CBFV

CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return