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 Q3	$37	Hold	1	–	–	﹤0.01%	2528
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

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

FFA

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

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

True Wealth Design held its CB Financial Services (CBFV) position steady in Q3 2026 at 1 share worth $37. The position accounts for ﹤0.01% of the portfolio, ranked #2528.

True Wealth Design first reported a position in CBFV in Q3 2025 and has held it in 3 quarters since. The position peaked at $38 in Q2 2026. 3 funds tracked by Wall St. Rank hold CBFV as of Q3 2026.

True Wealth Design held 1 share of CB Financial Services worth $37 as of Q3 2026.
True Wealth Design left its CB Financial Services share count unchanged in Q3 2026.
CB Financial Services made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2528 holding.
True Wealth Design first reported a position in CB Financial Services in Q3 2025 and has held it in 3 quarters since.
True Wealth Design's CB Financial Services position peaked at $38 in Q2 2026.
3 funds tracked by Wall St. Rank held CB Financial Services as of Q3 2026.

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