TRDA β€” ENTRADA THERAPEUTICS INC

Ownership history in Private Wealth Management Group, LLC  Β·  3 quarters on record

AI Ownership Summary

Private Wealth Management Group, LLC reported ENTRADA THERAPEUTICS INC (TRDA) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. The latest visible filing shows TRDA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TRDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Private Wealth Management Group, LLC's position in ENTRADA THERAPEUTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TRDA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Private Wealth Management Group, LLC held TRDA β€” position size vs. price
% of Fund (quarterly)    TRDA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 212 β€” 0% 0.00% $3K 2026-04-23 $12.81
2025 Q4 UNCHANGED 212 β€” 0% 0.00% $2K 2026-01-23 $11.43
2025 Q3 INITIATED 212 β€” β€” 0.00% $1K 2025-10-17 $5.87

FAQ About Private Wealth Management Group, LLC and TRDA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Private Wealth Management Group, LLC reported owning TRDA?

Private Wealth Management Group, LLC reported TRDA across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported TRDA position in Private Wealth Management Group, LLC's portfolio?

The largest reported portfolio weight for TRDA was 0.00% in 2026 Q1.

What is the latest reported TRDA position on this page?

The most recent filing on this page is 2026 Q1, when Private Wealth Management Group, LLC reported 212 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this TRDA ownership page compare?

The chart compares Private Wealth Management Group, LLC's quarterly TRDA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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