True Wealth Design’s Nuvation Bio NUVB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.27K	Buy	1,119 +8	+0.7%	+$50	﹤0.01%	1254
2026 Q2	$6.31K	Sell	1,111 -3	-0.3%	-$15	﹤0.01%	1238
2026 Q1	$4.78K	Hold	1,114	–	–	﹤0.01%	1232
2025 Q4	$9.98K	Hold	1,114	–	–	﹤0.01%	868
2025 Q3	$4.12K	Buy	1,114 +387	+53%	+$1.05K	﹤0.01%	1156
2025 Q2	$1.42K	Buy	727 +709	+3,939%	+$1.48K	﹤0.01%	1321
2025 Q1	$32	Sell	18 -48	-73%	-$109	﹤0.01%	2499
2024 Q4	$176	Sell	66 -495	-88%	-$1.27K	﹤0.01%	1234
2024 Q3	$1.28K	Buy	+561	New	+$1.71K	﹤0.01%	908

Other funds holding NUVB

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

FWP

Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return

EWA

Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

FFA

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

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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

True Wealth Design increased its Nuvation Bio (NUVB) stake by 0.72% in Q3 2026, buying an estimated $50 and bringing the position to 1,119 shares worth $6.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

True Wealth Design first reported a position in NUVB in Q3 2024 and has held it in 9 quarters since. The position peaked at $9.98K in Q4 2025. 13 funds tracked by Wall St. Rank hold NUVB as of Q3 2026.

True Wealth Design held 1,119 shares of Nuvation Bio worth $6.27K as of Q3 2026.
True Wealth Design bought 8 Nuvation Bio shares in Q3 2026, an estimated $50.
Nuvation Bio made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1254 holding.
True Wealth Design first reported a position in Nuvation Bio in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's Nuvation Bio position peaked at $9.98K in Q4 2025.
13 funds tracked by Wall St. Rank held Nuvation Bio as of Q3 2026.

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