True Wealth Design’s Cibus CBUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7	Closed	-$14	–	2615
2025 Q1	$14	Buy	+7	New	+$16	﹤0.01%	2619

Other funds holding CBUS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCG

Vantage Consulting Group Virginia Beach, Virginia $19.7M AUM 280.87% 1-Year Est. Return

Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CFG

Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

True Wealth Design's CBUS Position: Q2 2025 in Review

True Wealth Design sold out of Cibus (CBUS) in Q2 2025, closing a stake of 7 shares — an estimated $14 sold.

True Wealth Design first reported a position in CBUS in Q1 2025 and held it in 1 quarter. The position peaked at $14 in Q1 2025. 60 funds tracked by Wall St. Rank hold CBUS as of Q2 2025.

True Wealth Design reported no remaining Cibus position as of Q2 2025 after selling out during the quarter.
True Wealth Design sold 7 Cibus shares in Q2 2025, an estimated $14.
True Wealth Design first reported a position in Cibus in Q1 2025 and held it in 1 quarter.
True Wealth Design's Cibus position peaked at $14 in Q1 2025.
60 funds tracked by Wall St. Rank held Cibus as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.