Carson Wealth (CWM LLC)
APGE icon

Carson Wealth (CWM LLC)’s Apogee Therapeutics APGE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio APGE Stock Details APGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.22K Buy
62
+4
+7% +$290 ﹤0.01% 5010
2025
Q4 		$4K Buy
58
+9
+18% +$567 ﹤0.01% 4867
2025
Q3 		$2K Sell
49
-31
-39% -$1.18K ﹤0.01% 4971
2025
Q2 		$3K Buy
80
+64
+400% +$2.44K ﹤0.01% 4738
2025
Q1 		$1K Sell
16
-3
-16% -$116 ﹤0.01% 4858
2024
Q4 		$1K Sell
19
-15
-44% -$765 ﹤0.01% 4650
2024
Q3 		$2K Buy
34
+24
+240% +$1.15K ﹤0.01% 4351
2024
Q2 		$0 Buy
10
+9
+900% +$437 ﹤0.01% 4568
2024
Q1 		$0 Buy
+1
New +$44 ﹤0.01% 4295
2023
Q4 		– Sell
-181
Closed -$4K – 4110
2023
Q3 		$4K Buy
+181
New +$3.99K ﹤0.01% 3525

Other funds holding APGE

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return