TWD
CV

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
Q2 		$107 Buy
+14
New +$94 ﹤0.01% 2533

Other funds holding CV

GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's CV Position: Q2 2026 in Review

True Wealth Design opened a new position in CapsoVision Inc (CV) in Q2 2026: 14 shares worth $107. The stake represents ﹤0.01% of the portfolio and ranks #2533 among its holdings.

4 funds tracked by Wall St. Rank hold CV as of Q2 2026.

  • True Wealth Design held 14 shares of CapsoVision Inc worth $107 as of Q2 2026.
  • CapsoVision Inc was a new True Wealth Design position in Q2 2026.
  • CapsoVision Inc made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2533 holding.
  • 4 funds tracked by Wall St. Rank held CapsoVision Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.