TWD
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True Wealth Design’s Coherus Oncology CHRS Stock Holding History

True Wealth Design’s Portfolio CHRS Stock Details CHRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$821 Buy
586
+246
+72% +$402 ﹤0.01% 2054
2026
Q1 		$575 Buy
340
+44
+15% +$78 ﹤0.01% 2001
2025
Q4 		$421 Buy
296
+76
+35% +$111 ﹤0.01% 2006
2025
Q3 		$361 Sell
220
-566
-72% -$630 ﹤0.01% 2113
2025
Q2 		$575 Sell
786
-2,812
-78% -$2.43K ﹤0.01% 1690
2025
Q1 		$2.9K Sell
3,598
-699
-16% -$804 ﹤0.01% 876
2024
Q4 		$5.93K Buy
4,297
+1,728
+67% +$1.94K ﹤0.01% 505
2024
Q3 		$2.67K Buy
+2,569
New +$3.52K ﹤0.01% 708

Other funds holding CHRS

PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 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