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 Q3	–	Sell	-174	Closed	-$895	–	2635
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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $61.1M AUM 22.51% 1-Year Est. Return

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

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

True Wealth Design sold out of CVRx (CVRX) in Q3 2026, closing a stake of 174 shares — an estimated $895 sold.

True Wealth Design first reported a position in CVRX in Q1 2025 and held it in 3 quarters. The position peaked at $895 in Q2 2026. 4 funds tracked by Wall St. Rank hold CVRX as of Q3 2026.

True Wealth Design reported no remaining CVRx position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 174 CVRx shares in Q3 2026, an estimated $895.
True Wealth Design first reported a position in CVRx in Q1 2025 and held it in 3 quarters.
True Wealth Design's CVRx position peaked at $895 in Q2 2026.
4 funds tracked by Wall St. Rank held CVRx as of Q3 2026.

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