True Wealth Design’s CapsoVision Inc CV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-14	Closed	-$107	–	2825
2026 Q2	$107	Buy	+14	New	+$94	﹤0.01%	2533

Other funds holding CV

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

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

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

True Wealth Design sold out of CapsoVision Inc (CV) in Q3 2026, closing a stake of 14 shares — an estimated $107 sold.

True Wealth Design first reported a position in CV in Q2 2026 and held it in 1 quarter. The position peaked at $107 in Q2 2026. 3 funds tracked by Wall St. Rank hold CV as of Q3 2026.

True Wealth Design reported no remaining CapsoVision Inc position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 14 CapsoVision Inc shares in Q3 2026, an estimated $107.
True Wealth Design first reported a position in CapsoVision Inc in Q2 2026 and held it in 1 quarter.
True Wealth Design's CapsoVision Inc position peaked at $107 in Q2 2026.
3 funds tracked by Wall St. Rank held CapsoVision Inc as of Q3 2026.

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