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True Wealth Design’s Cerus CERS Stock Holding History

True Wealth Design’s Portfolio CERS Stock Details CERS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.02K Buy
3,088
+25
+0.8% +$61 ﹤0.01% 1097
2026
Q1 		$5.58K Sell
3,063
-11
-0.4% -$24 ﹤0.01% 1167
2025
Q4 		$6.33K Sell
3,074
-97
-3% -$168 ﹤0.01% 1001
2025
Q3 		$5.04K Sell
3,171
-383
-11% -$517 ﹤0.01% 1079
2025
Q2 		$5.01K Buy
3,554
+2,200
+162% +$2.93K ﹤0.01% 804
2025
Q1 		$1.88K Buy
1,354
+715
+112% +$1.2K ﹤0.01% 1031
2024
Q4 		$985 Buy
+639
New +$1.1K ﹤0.01% 946

Other funds holding CERS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
EIPL
Essential Investment Partners LLC Englewood, Colorado $125M AUM
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return