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
2026 Q3	$441	Buy	+45	New	+$599	﹤0.01%	2171
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

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

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

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

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

True Wealth Design opened a new position in Lyell Immunopharma (LYEL) in Q3 2026: 45 shares worth $441. The stake represents ﹤0.01% of the portfolio and ranks #2171 among its holdings. This is a return to the name: True Wealth Design previously reported a position in LYEL as recently as Q2 2025.

True Wealth Design first reported a position in LYEL in Q3 2024 and has held it in 4 quarters since. 5 funds tracked by Wall St. Rank hold LYEL as of Q3 2026.

True Wealth Design held 45 shares of Lyell Immunopharma worth $441 as of Q3 2026.
Lyell Immunopharma was a new True Wealth Design position in Q3 2026.
Lyell Immunopharma made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2171 holding.
True Wealth Design first reported a position in Lyell Immunopharma in Q3 2024 and has held it in 4 quarters since.
5 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q3 2026.

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