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 Q3	–	Sell	-178	Closed	-$403	–	2626
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

PRTG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

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

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

True Wealth Design sold out of Codexis (CDXS) in Q3 2026, closing a stake of 178 shares — an estimated $403 sold.

True Wealth Design first reported a position in CDXS in Q1 2025 and held it in 3 quarters. The position peaked at $403 in Q2 2026. 7 funds tracked by Wall St. Rank hold CDXS as of Q3 2026.

True Wealth Design reported no remaining Codexis position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 178 Codexis shares in Q3 2026, an estimated $403.
True Wealth Design first reported a position in Codexis in Q1 2025 and held it in 3 quarters.
True Wealth Design's Codexis position peaked at $403 in Q2 2026.
7 funds tracked by Wall St. Rank held Codexis as of Q3 2026.

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