Activest Wealth Management’s Capricor Therapeutics CAPR Stock Holding History

Activest Wealth Management’s Portfolio CAPR Stock Details CAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$37.9K	Buy	4,000 +2,000	+100%	+$22.2K	0.01%	320
2026 Q2	$48.2K	Hold	2,000	–	–	0.01%	285
2026 Q1	$60.8K	Hold	2,000	–	–	0.01%	300
2025 Q4	$57.7K	Sell	2,000 -3,000	-60%	-$39.2K	0.01%	298
2025 Q3	$36K	Hold	5,000	–	–	0.01%	296
2025 Q2	$49.6K	Hold	5,000	–	–	0.01%	212
2025 Q1	$47.4K	Hold	5,000	–	–	0.01%	199
2024 Q4	$69K	Hold	5,000	–	–	0.02%	147
2024 Q3	$76K	Sell	5,000 -5,000	-50%	-$24.7K	0.02%	143
2024 Q2	$47.7K	Buy	+10,000	New	+$55.8K	0.02%	171

Other funds holding CAPR

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Activest Wealth Management's CAPR Position: Q3 2026 in Review

Activest Wealth Management increased its Capricor Therapeutics (CAPR) stake by 100% in Q3 2026, buying an estimated $22.2K and bringing the position to 4,000 shares worth $37.9K. The position accounts for 0.01% of the portfolio, ranked #320.

Activest Wealth Management first reported a position in CAPR in Q2 2024 and has held it in 10 quarters since. The position peaked at $76K in Q3 2024. 25 funds tracked by Wall St. Rank hold CAPR as of Q3 2026.

Activest Wealth Management held 4,000 shares of Capricor Therapeutics worth $37.9K as of Q3 2026.
Activest Wealth Management bought 2,000 Capricor Therapeutics shares in Q3 2026, an estimated $22.2K.
Capricor Therapeutics made up 0.01% of Activest Wealth Management's portfolio in Q3 2026, its #320 holding.
Activest Wealth Management first reported a position in Capricor Therapeutics in Q2 2024 and has held it in 10 quarters since.
Activest Wealth Management's Capricor Therapeutics position peaked at $76K in Q3 2024.
25 funds tracked by Wall St. Rank held Capricor Therapeutics as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.