True Wealth Design’s Pulmonx LUNG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$331	Sell	173 -268	-61%	-$505	﹤0.01%	2242
2026 Q2	$574	Buy	441 +276	+167%	+$380	﹤0.01%	2161
2026 Q1	$213	Buy	+165	New	+$273	﹤0.01%	2320
2025 Q3	–	Sell	-9	Closed	-$24	–	2813
2025 Q2	$24	Sell	9 -4	-31%	-$16	﹤0.01%	2495
2025 Q1	$88	Buy	+13	New	+$92	﹤0.01%	2238
2024 Q4	–	Sell	-65	Closed	-$539	–	1454
2024 Q3	$539	Buy	+65	New	+$470	﹤0.01%	1090

Other funds holding LUNG

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

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

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

True Wealth Design reduced its Pulmonx (LUNG) stake by 61% in Q3 2026, selling an estimated $505 and leaving 173 shares worth $331. The position accounts for ﹤0.01% of the portfolio, ranked #2242.

True Wealth Design first reported a position in LUNG in Q3 2024 and has held it in 6 quarters since. The position peaked at $574 in Q2 2026. 5 funds tracked by Wall St. Rank hold LUNG as of Q3 2026.

True Wealth Design held 173 shares of Pulmonx worth $331 as of Q3 2026.
True Wealth Design sold 268 Pulmonx shares in Q3 2026, an estimated $505.
Pulmonx made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2242 holding.
True Wealth Design first reported a position in Pulmonx in Q3 2024 and has held it in 6 quarters since.
True Wealth Design's Pulmonx position peaked at $574 in Q2 2026.
5 funds tracked by Wall St. Rank held Pulmonx as of Q3 2026.

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