TWD
CLYM

True Wealth Design’s Climb Bio CLYM Stock Holding History

True Wealth Design’s Portfolio CLYM Stock Details CLYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-19
Closed -$24 – 2915
2025
Q2 		$24 Buy
19
+7
+58% +$9 ﹤0.01% 2497
2025
Q1 		$15 Buy
+12
New +$19 ﹤0.01% 2618

Other funds holding CLYM

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

True Wealth Design's CLYM Position: Q3 2025 in Review

True Wealth Design sold out of Climb Bio (CLYM) in Q3 2025, closing a stake of 19 shares — an estimated $24 sold.

True Wealth Design first reported a position in CLYM in Q1 2025 and held it in 2 quarters. The position peaked at $24 in Q2 2025. 68 funds tracked by Wall St. Rank hold CLYM as of Q3 2025.

  • True Wealth Design reported no remaining Climb Bio position as of Q3 2025 after selling out during the quarter.
  • True Wealth Design sold 19 Climb Bio shares in Q3 2025, an estimated $24.
  • True Wealth Design first reported a position in Climb Bio in Q1 2025 and held it in 2 quarters.
  • True Wealth Design's Climb Bio position peaked at $24 in Q2 2025.
  • 68 funds tracked by Wall St. Rank held Climb Bio as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.