True Wealth Design’s CARGO Therapeutics CRGX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-12	Closed	-$50	–	2754
2025 Q2	$50	Buy	+12	New	+$51	﹤0.01%	2378

Other funds holding CRGX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

True Wealth Design sold out of CARGO Therapeutics (CRGX) in Q3 2025, closing a stake of 12 shares — an estimated $50 sold.

True Wealth Design first reported a position in CRGX in Q2 2025 and held it in 1 quarter. The position peaked at $50 in Q2 2025. 1 fund tracked by Wall St. Rank holds CRGX as of Q3 2025.

True Wealth Design reported no remaining CARGO Therapeutics position as of Q3 2025 after selling out during the quarter.
True Wealth Design sold 12 CARGO Therapeutics shares in Q3 2025, an estimated $50.
True Wealth Design first reported a position in CARGO Therapeutics in Q2 2025 and held it in 1 quarter.
True Wealth Design's CARGO Therapeutics position peaked at $50 in Q2 2025.
1 fund tracked by Wall St. Rank held CARGO Therapeutics as of Q3 2025.

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