True Wealth Design’s Puma Biotechnology PBYI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.22K	Hold	123	–	–	﹤0.01%	1873
2026 Q2	$998	Hold	123	–	–	﹤0.01%	1979
2026 Q1	$786	Hold	123	–	–	﹤0.01%	1892
2025 Q4	$732	Hold	123	–	–	﹤0.01%	1826
2025 Q3	$654	Sell	123 -4	-3%	-$17	﹤0.01%	1913
2025 Q2	$436	Sell	127 -15	-11%	-$48	﹤0.01%	1802
2025 Q1	$421	Buy	142 +118	+492%	+$369	﹤0.01%	1614
2024 Q4	$74	Buy	+24	New	+$70	﹤0.01%	1296

Other funds holding PBYI

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

FFO

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

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

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

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

True Wealth Design held its Puma Biotechnology (PBYI) position steady in Q3 2026 at 123 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1873.

True Wealth Design first reported a position in PBYI in Q4 2024 and has held it in 8 quarters since. 9 funds tracked by Wall St. Rank hold PBYI as of Q3 2026.

True Wealth Design held 123 shares of Puma Biotechnology worth $1.22K as of Q3 2026.
True Wealth Design left its Puma Biotechnology share count unchanged in Q3 2026.
Puma Biotechnology made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1873 holding.
True Wealth Design first reported a position in Puma Biotechnology in Q4 2024 and has held it in 8 quarters since.
9 funds tracked by Wall St. Rank held Puma Biotechnology as of Q3 2026.

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