TWD
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True Wealth Design’s CVRx CVRX Stock Holding History

True Wealth Design’s Portfolio CVRX Stock Details CVRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$895 Buy
174
+148
+569% +$955 ﹤0.01% 2028
2026
Q1 		$246 Buy
+26
New +$190 ﹤0.01% 2276
2025
Q2 		– Sell
-3
Closed -$37 – 2638
2025
Q1 		$37 Buy
+3
New +$42 ﹤0.01% 2456

Other funds holding CVRX

GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

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

True Wealth Design increased its CVRx (CVRX) stake by 569% in Q2 2026, buying an estimated $955 and bringing the position to 174 shares worth $895. The position accounts for ﹤0.01% of the portfolio, ranked #2028.

True Wealth Design first reported a position in CVRX in Q1 2025 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold CVRX as of Q2 2026.

  • True Wealth Design held 174 shares of CVRx worth $895 as of Q2 2026.
  • True Wealth Design bought 148 CVRx shares in Q2 2026, an estimated $955.
  • CVRx made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2028 holding.
  • True Wealth Design first reported a position in CVRx in Q1 2025 and has held it in 3 quarters since.
  • 5 funds tracked by Wall St. Rank held CVRx as of Q2 2026.

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