TWD
CDXS icon

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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
FIA
FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return