True Wealth Design’s Castle Biosciences CSTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.49K	Hold	42	–	–	﹤0.01%	1787
2026 Q2	$1K	Buy	42 +40	+2,000%	+$891	﹤0.01%	1978
2026 Q1	$50	Sell	2 -3	-60%	-$98	﹤0.01%	2563
2025 Q4	$195	Buy	5 +4	+400%	+$129	﹤0.01%	2232
2025 Q3	$23	Buy	+1	New	+$20	﹤0.01%	2651
2025 Q2	–	Sell	-201	Closed	-$4.02K	–	2636
2025 Q1	$4.02K	Buy	201 +200	+20,000%	+$4.95K	﹤0.01%	754
2024 Q4	$27	Buy	+1	New	+$30	﹤0.01%	1334

Other funds holding CSTL

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

True Wealth Design held its Castle Biosciences (CSTL) position steady in Q3 2026 at 42 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

True Wealth Design first reported a position in CSTL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.02K in Q1 2025. 17 funds tracked by Wall St. Rank hold CSTL as of Q3 2026.

True Wealth Design held 42 shares of Castle Biosciences worth $1.49K as of Q3 2026.
True Wealth Design left its Castle Biosciences share count unchanged in Q3 2026.
Castle Biosciences made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1787 holding.
True Wealth Design first reported a position in Castle Biosciences in Q4 2024 and has held it in 7 quarters since.
True Wealth Design's Castle Biosciences position peaked at $4.02K in Q1 2025.
17 funds tracked by Wall St. Rank held Castle Biosciences as of Q3 2026.

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