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True Wealth Design’s Cullinan Oncology CGEM Stock Holding History

True Wealth Design’s Portfolio CGEM Stock Details CGEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.29K Buy
71
+17
+31% +$252 ﹤0.01% 1882
2026
Q1 		$768 Buy
+54
New +$694 ﹤0.01% 1898
2025
Q4 		– Sell
-36
Closed -$214 – 2618
2025
Q3 		$214 Buy
+36
New +$264 ﹤0.01% 2285

Other funds holding CGEM

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

True Wealth Design increased its Cullinan Oncology (CGEM) stake by 31% in Q2 2026, buying an estimated $252 and bringing the position to 71 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1882.

True Wealth Design first reported a position in CGEM in Q3 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold CGEM as of Q2 2026.

  • True Wealth Design held 71 shares of Cullinan Oncology worth $1.29K as of Q2 2026.
  • True Wealth Design bought 17 Cullinan Oncology shares in Q2 2026, an estimated $252.
  • Cullinan Oncology made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1882 holding.
  • True Wealth Design first reported a position in Cullinan Oncology in Q3 2025 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held Cullinan Oncology as of Q2 2026.

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