True Wealth Design’s TriSalus Life Sciences TLSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$355	Buy	78 +77	+7,700%	+$306	﹤0.01%	2314
2026 Q1	$4	Hold	1	–	–	﹤0.01%	2695
2025 Q4	$7	Buy	+1	New	+$6	﹤0.01%	2541

Other funds holding TLSI

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's TLSI Position: Q2 2026 in Review

True Wealth Design increased its TriSalus Life Sciences (TLSI) stake by 7,700% in Q2 2026, buying an estimated $306 and bringing the position to 78 shares worth $355. The position accounts for ﹤0.01% of the portfolio, ranked #2314.

True Wealth Design first reported a position in TLSI in Q4 2025 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold TLSI as of Q2 2026.

True Wealth Design held 78 shares of TriSalus Life Sciences worth $355 as of Q2 2026.
True Wealth Design bought 77 TriSalus Life Sciences shares in Q2 2026, an estimated $306.
TriSalus Life Sciences made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2314 holding.
True Wealth Design first reported a position in TriSalus Life Sciences in Q4 2025 and has held it in 3 quarters since.
4 funds tracked by Wall St. Rank held TriSalus Life Sciences as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.