True Wealth Design
TRAX icon

True Wealth Design’s First Tracks Biotherapeutics TRAX Stock Holding History

True Wealth Design’s Portfolio TRAX Stock Details TRAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$178 Buy
5
+1
+25% +$39 ﹤0.01% 2367
2026
Q2 		$81 Buy
+4
New +$75 ﹤0.01% 2561

Other funds holding TRAX

Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Adirondack Trust Company
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

True Wealth Design increased its First Tracks Biotherapeutics (TRAX) stake by 25% in Q3 2026, buying an estimated $39 and bringing the position to 5 shares worth $178. The position accounts for ﹤0.01% of the portfolio, ranked #2367.

True Wealth Design first reported a position in TRAX in Q2 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold TRAX as of Q3 2026.

  • True Wealth Design held 5 shares of First Tracks Biotherapeutics worth $178 as of Q3 2026.
  • True Wealth Design bought 1 First Tracks Biotherapeutics share in Q3 2026, an estimated $39.
  • First Tracks Biotherapeutics made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2367 holding.
  • True Wealth Design first reported a position in First Tracks Biotherapeutics in Q2 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held First Tracks Biotherapeutics as of Q3 2026.

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