TWD
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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
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
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return