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True Wealth Design’s Lyell Immunopharma LYEL Stock Holding History

True Wealth Design’s Portfolio LYEL Stock Details LYEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-23
Closed -$204 – 2815
2025
Q2 		$204 Buy
23
+20
+667% +$182 ﹤0.01% 2067
2025
Q1 		$33 Buy
+3
New +$37 ﹤0.01% 2484
2024
Q4 		– Sell
-16
Closed -$432 – 1457
2024
Q3 		$432 Buy
+16
New +$470 ﹤0.01% 1123

Other funds holding LYEL

AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
MM
MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 1-Year Est. Return
FCMI
Foresite Capital Management IV Larkspur, California $237M AUM 107.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OPL
Orland Properties Ltd Road Town, Tortola, British Virgin Islands $267M AUM 5.05% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
FCMV
Foresite Capital Management V Larkspur, California $271M AUM 309.87% 1-Year Est. Return
VP
venBio Partners San Francisco, California $281M AUM 261.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

True Wealth Design sold out of Lyell Immunopharma (LYEL) in Q3 2025, closing a stake of 23 shares — an estimated $204 sold.

True Wealth Design first reported a position in LYEL in Q3 2024 and held it in 3 quarters. The position peaked at $432 in Q3 2024. 59 funds tracked by Wall St. Rank hold LYEL as of Q3 2025.

  • True Wealth Design reported no remaining Lyell Immunopharma position as of Q3 2025 after selling out during the quarter.
  • True Wealth Design sold 23 Lyell Immunopharma shares in Q3 2025, an estimated $204.
  • True Wealth Design first reported a position in Lyell Immunopharma in Q3 2024 and held it in 3 quarters.
  • True Wealth Design's Lyell Immunopharma position peaked at $432 in Q3 2024.
  • 59 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q3 2025.

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