True Wealth Design’s Celldex Therapeutics CLDX Stock Holding History

True Wealth Design’s Portfolio CLDX Stock Details CLDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.1K	Sell	34 -6	-15%	-$229	﹤0.01%	1904
2026 Q2	$1.49K	Buy	40 +25	+167%	+$807	﹤0.01%	1823
2026 Q1	$476	Buy	15 +4	+36%	+$109	﹤0.01%	2073
2025 Q4	$299	Hold	11	–	–	﹤0.01%	2122
2025 Q3	$285	Hold	11	–	–	﹤0.01%	2205
2025 Q2	$224	Buy	+11	New	+$214	﹤0.01%	2041

Other funds holding CLDX

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

OMC

Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

True Wealth Design reduced its Celldex Therapeutics (CLDX) stake by 15% in Q3 2026, selling an estimated $229 and leaving 34 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1904.

True Wealth Design first reported a position in CLDX in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.49K in Q2 2026. 11 funds tracked by Wall St. Rank hold CLDX as of Q3 2026.

True Wealth Design held 34 shares of Celldex Therapeutics worth $1.1K as of Q3 2026.
True Wealth Design sold 6 Celldex Therapeutics shares in Q3 2026, an estimated $229.
Celldex Therapeutics made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1904 holding.
True Wealth Design first reported a position in Celldex Therapeutics in Q2 2025 and has held it in 6 quarters since.
True Wealth Design's Celldex Therapeutics position peaked at $1.49K in Q2 2026.
11 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q3 2026.

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