True Wealth Design’s Cartesian Therapeutics RNAC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$570	Sell	79 -43	-35%	-$374	﹤0.01%	2097
2026 Q2	$1.27K	Buy	122 +94	+336%	+$696	﹤0.01%	1890
2026 Q1	$173	Buy	+28	New	+$199	﹤0.01%	2355
2025 Q2	–	Sell	-2	Closed	-$27	–	2796
2025 Q1	$27	Buy	+2	New	+$36	﹤0.01%	2531

Other funds holding RNAC

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

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return

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

True Wealth Design reduced its Cartesian Therapeutics (RNAC) stake by 35% in Q3 2026, selling an estimated $374 and leaving 79 shares worth $570. The position accounts for ﹤0.01% of the portfolio, ranked #2097.

True Wealth Design first reported a position in RNAC in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.27K in Q2 2026. 6 funds tracked by Wall St. Rank hold RNAC as of Q3 2026.

True Wealth Design held 79 shares of Cartesian Therapeutics worth $570 as of Q3 2026.
True Wealth Design sold 43 Cartesian Therapeutics shares in Q3 2026, an estimated $374.
Cartesian Therapeutics made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2097 holding.
True Wealth Design first reported a position in Cartesian Therapeutics in Q1 2025 and has held it in 4 quarters since.
True Wealth Design's Cartesian Therapeutics position peaked at $1.27K in Q2 2026.
6 funds tracked by Wall St. Rank held Cartesian Therapeutics as of Q3 2026.

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