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True Wealth Design’s Codexis CDXS Stock Holding History

True Wealth Design’s Portfolio CDXS Stock Details CDXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$403 Buy
178
+138
+345% +$344 ﹤0.01% 2272
2026
Q1 		$66 Buy
+40
New +$57 ﹤0.01% 2527
2025
Q2 		– Sell
-13
Closed -$35 – 2620
2025
Q1 		$35 Buy
+13
New +$50 ﹤0.01% 2470

Other funds holding CDXS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $1.1B AUM 197.64% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.38B AUM 71.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

True Wealth Design increased its Codexis (CDXS) stake by 345% in Q2 2026, buying an estimated $344 and bringing the position to 178 shares worth $403. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

True Wealth Design first reported a position in CDXS in Q1 2025 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold CDXS as of Q2 2026.

  • True Wealth Design held 178 shares of Codexis worth $403 as of Q2 2026.
  • True Wealth Design bought 138 Codexis shares in Q2 2026, an estimated $344.
  • Codexis made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2272 holding.
  • True Wealth Design first reported a position in Codexis in Q1 2025 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held Codexis as of Q2 2026.

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