TWD
CBLL

True Wealth Design’s CeriBell Inc CBLL Stock Holding History

True Wealth Design’s Portfolio CBLL Stock Details CBLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$954 Buy
49
+15
+44% +$285 ﹤0.01% 1995
2026
Q1 		$624 Hold
34
– – ﹤0.01% 1972
2025
Q4 		$746 Buy
+34
New +$528 ﹤0.01% 1817
2025
Q2 		– Sell
-5
Closed -$97 – 2862
2025
Q1 		$97 Buy
+5
New +$111 ﹤0.01% 2205

Other funds holding CBLL

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

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

True Wealth Design increased its CeriBell Inc (CBLL) stake by 44% in Q2 2026, buying an estimated $285 and bringing the position to 49 shares worth $954. The position accounts for ﹤0.01% of the portfolio, ranked #1995.

True Wealth Design first reported a position in CBLL in Q1 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold CBLL as of Q2 2026.

  • True Wealth Design held 49 shares of CeriBell Inc worth $954 as of Q2 2026.
  • True Wealth Design bought 15 CeriBell Inc shares in Q2 2026, an estimated $285.
  • CeriBell Inc made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1995 holding.
  • True Wealth Design first reported a position in CeriBell Inc in Q1 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held CeriBell Inc as of Q2 2026.

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