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True Wealth Design’s Caribou Biosciences CRBU Stock Holding History

True Wealth Design’s Portfolio CRBU Stock Details CRBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$119 Buy
+93
New +$145 ﹤0.01% 2420
2025
Q3 		– Sell
-791
Closed -$997 – 2753
2025
Q2 		$997 Buy
791
+788
+26,267% +$775 ﹤0.01% 1465
2025
Q1 		$3 Buy
+3
New +$4 ﹤0.01% 2648

Other funds holding CRBU

GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

True Wealth Design opened a new position in Caribou Biosciences (CRBU) in Q3 2026: 93 shares worth $119. The stake represents ﹤0.01% of the portfolio and ranks #2420 among its holdings. This is a return to the name: True Wealth Design previously reported a position in CRBU as recently as Q2 2025.

True Wealth Design first reported a position in CRBU in Q1 2025 and has held it in 3 quarters since. The position peaked at $997 in Q2 2025. 7 funds tracked by Wall St. Rank hold CRBU as of Q3 2026.

  • True Wealth Design held 93 shares of Caribou Biosciences worth $119 as of Q3 2026.
  • Caribou Biosciences was a new True Wealth Design position in Q3 2026.
  • Caribou Biosciences made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2420 holding.
  • True Wealth Design first reported a position in Caribou Biosciences in Q1 2025 and has held it in 3 quarters since.
  • True Wealth Design's Caribou Biosciences position peaked at $997 in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Caribou Biosciences as of Q3 2026.

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