True Wealth Design’s Claritev Corp CTEV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$699	Sell	33 -2	-6%	-$63	﹤0.01%	2037
2026 Q2	$1.19K	Buy	+35	New	+$857	﹤0.01%	1913

Other funds holding CTEV

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

True Wealth Design reduced its Claritev Corp (CTEV) stake by 5.7% in Q3 2026, selling an estimated $63 and leaving 33 shares worth $699. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

True Wealth Design first reported a position in CTEV in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.19K in Q2 2026. 5 funds tracked by Wall St. Rank hold CTEV as of Q3 2026.

True Wealth Design held 33 shares of Claritev Corp worth $699 as of Q3 2026.
True Wealth Design sold 2 Claritev Corp shares in Q3 2026, an estimated $63.
Claritev Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2037 holding.
True Wealth Design first reported a position in Claritev Corp in Q2 2026 and has held it in 2 quarters since.
True Wealth Design's Claritev Corp position peaked at $1.19K in Q2 2026.
5 funds tracked by Wall St. Rank held Claritev Corp as of Q3 2026.

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