True Wealth Design’s Elevation Oncology ELEV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3	Closed	-$2	–	2767
2025 Q2	$2	Sell	3 -27	-90%	-$9	﹤0.01%	2564
2025 Q1	$8	Buy	+30	New	+$17	﹤0.01%	2634

Other funds holding ELEV

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

True Wealth Design's ELEV Position: Q3 2025 in Review

True Wealth Design sold out of Elevation Oncology (ELEV) in Q3 2025, closing a stake of 3 shares — an estimated $2 sold.

True Wealth Design first reported a position in ELEV in Q1 2025 and held it in 2 quarters. The position peaked at $8 in Q1 2025. 1 fund tracked by Wall St. Rank holds ELEV as of Q3 2025.

True Wealth Design reported no remaining Elevation Oncology position as of Q3 2025 after selling out during the quarter.
True Wealth Design sold 3 Elevation Oncology shares in Q3 2025, an estimated $2.
True Wealth Design first reported a position in Elevation Oncology in Q1 2025 and held it in 2 quarters.
True Wealth Design's Elevation Oncology position peaked at $8 in Q1 2025.
1 fund tracked by Wall St. Rank held Elevation Oncology as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.