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True Wealth Design’s Kyverna Therapeutics KYTX Stock Holding History

True Wealth Design’s Portfolio KYTX Stock Details KYTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-220
Closed -$676 – 2908
2025
Q2 		$676 Buy
220
+66
+43% +$163 ﹤0.01% 1621
2025
Q1 		$298 Buy
+154
New +$455 ﹤0.01% 1779

Other funds holding KYTX

VVA
Vida Ventures Advisors Boston, Massachusetts $29.4M AUM 93.58% 1-Year Est. Return
GS
Gilead Sciences Foster City, California $2.12B AUM 143.53% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MPM
MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return
CCM
Catalio Capital Management New York $479M AUM 140.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

True Wealth Design sold out of Kyverna Therapeutics (KYTX) in Q3 2025, closing a stake of 220 shares — an estimated $676 sold.

True Wealth Design first reported a position in KYTX in Q1 2025 and held it in 2 quarters. The position peaked at $676 in Q2 2025. 75 funds tracked by Wall St. Rank hold KYTX as of Q3 2025.

  • True Wealth Design reported no remaining Kyverna Therapeutics position as of Q3 2025 after selling out during the quarter.
  • True Wealth Design sold 220 Kyverna Therapeutics shares in Q3 2025, an estimated $676.
  • True Wealth Design first reported a position in Kyverna Therapeutics in Q1 2025 and held it in 2 quarters.
  • True Wealth Design's Kyverna Therapeutics position peaked at $676 in Q2 2025.
  • 75 funds tracked by Wall St. Rank held Kyverna Therapeutics as of Q3 2025.

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