True Wealth Design’s Generation Bio GBIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-13	Closed	-$53	–	2669
2025 Q1	$53	Buy	+13	New	+$91	﹤0.01%	2371

Other funds holding GBIO

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AVLSA

Atlas Venture Life Science Advisors Cambridge, Massachusetts $790M AUM 223.66% 1-Year Est. Return

Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

True Wealth Design's GBIO Position: Q2 2025 in Review

True Wealth Design sold out of Generation Bio (GBIO) in Q2 2025, closing a stake of 13 shares — an estimated $53 sold.

True Wealth Design first reported a position in GBIO in Q1 2025 and held it in 1 quarter. The position peaked at $53 in Q1 2025. 61 funds tracked by Wall St. Rank hold GBIO as of Q2 2025.

True Wealth Design reported no remaining Generation Bio position as of Q2 2025 after selling out during the quarter.
True Wealth Design sold 13 Generation Bio shares in Q2 2025, an estimated $53.
True Wealth Design first reported a position in Generation Bio in Q1 2025 and held it in 1 quarter.
True Wealth Design's Generation Bio position peaked at $53 in Q1 2025.
61 funds tracked by Wall St. Rank held Generation Bio as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.