TWD
CIM

True Wealth Design’s Chimera Investment CIM Stock Holding History

True Wealth Design’s Portfolio CIM Stock Details CIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-28
Closed -$352 – 2696
2026
Q1 		$352 Sell
28
-22
-44% -$287 ﹤0.01% 2172
2025
Q4 		$622 Sell
50
-145
-74% -$1.84K ﹤0.01% 1881
2025
Q3 		$2.58K Buy
+195
New +$2.71K ﹤0.01% 1376
2025
Q2 		– Sell
-4
Closed -$52 – 2627
2025
Q1 		$52 Buy
+4
New +$56 ﹤0.01% 2372

Other funds holding CIM

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
KCM
Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

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

True Wealth Design sold out of Chimera Investment (CIM) in Q2 2026, closing a stake of 28 shares — an estimated $352 sold.

True Wealth Design first reported a position in CIM in Q1 2025 and held it in 4 quarters. The position peaked at $2.58K in Q3 2025. 18 funds tracked by Wall St. Rank hold CIM as of Q2 2026.

  • True Wealth Design reported no remaining Chimera Investment position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 28 Chimera Investment shares in Q2 2026, an estimated $352.
  • True Wealth Design first reported a position in Chimera Investment in Q1 2025 and held it in 4 quarters.
  • True Wealth Design's Chimera Investment position peaked at $2.58K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held Chimera Investment as of Q2 2026.

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