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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
Q3 		$4.95K Sell
2,081
-1,007
-33% -$2.76K ﹤0.01% 1343
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 $13.5B AUM 16.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

True Wealth Design reduced its Cerus (CERS) stake by 33% in Q3 2026, selling an estimated $2.76K and leaving 2,081 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

True Wealth Design first reported a position in CERS in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.02K in Q2 2026. 11 funds tracked by Wall St. Rank hold CERS as of Q3 2026.

  • True Wealth Design held 2,081 shares of Cerus worth $4.95K as of Q3 2026.
  • True Wealth Design sold 1,007 Cerus shares in Q3 2026, an estimated $2.76K.
  • Cerus made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1343 holding.
  • True Wealth Design first reported a position in Cerus in Q4 2024 and has held it in 8 quarters since.
  • True Wealth Design's Cerus position peaked at $9.02K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Cerus as of Q3 2026.

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