Carson Wealth (CWM LLC)
CDXS icon

Carson Wealth (CWM LLC)’s Codexis CDXS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CDXS Stock Details CDXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$63.7K Buy
39,077
+37,283
+2,078% +$53.2K ﹤0.01% 3628
2025
Q4 		$3K Sell
1,794
-2,499
-58% -$5.1K ﹤0.01% 4953
2025
Q3 		$10K Sell
4,293
-1,475
-26% -$4.02K ﹤0.01% 4461
2025
Q2 		$14K Buy
5,768
+1,422
+33% +$3.33K ﹤0.01% 4105
2025
Q1 		$12K Buy
4,346
+341
+9% +$1.32K ﹤0.01% 3991
2024
Q4 		$19K Buy
4,005
+101
+3% +$416 ﹤0.01% 3462
2024
Q3 		$12K Sell
3,904
-1,399
-26% -$4.33K ﹤0.01% 3667
2024
Q2 		$16K Buy
5,303
+3,114
+142% +$10K ﹤0.01% 3254
2024
Q1 		$8K Buy
2,189
+546
+33% +$1.72K ﹤0.01% 3441
2023
Q4 		$5K Hold
1,643
– – ﹤0.01% 3486
2023
Q3 		$3K Sell
1,643
-1,719
-51% -$4.02K ﹤0.01% 3638
2023
Q2 		$9K Buy
3,362
+3,259
+3,164% +$10.5K ﹤0.01% 3123
2023
Q1 		$0 Sell
103
-233
-69% -$1.22K ﹤0.01% 4075
2022
Q4 		$2K Buy
336
+196
+140% +$1.07K ﹤0.01% 3516
2022
Q3 		$1K Buy
140
+92
+192% +$740 ﹤0.01% 3608
2022
Q2 		$1K Buy
48
+10
+26% +$125 ﹤0.01% 3498
2022
Q1 		$1K Buy
+38
New +$787 ﹤0.01% 3308

Other funds holding CDXS

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.38B AUM 71.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CDXS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Codexis (CDXS) stake by 2,078% in Q1 2026, buying an estimated $53.2K and bringing the position to 39,077 shares worth $63.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3628.

Carson Wealth (CWM LLC) first reported a position in CDXS in Q1 2022 and has held it in 17 quarters since. 135 funds tracked by Wall St. Rank hold CDXS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 39,077 shares of Codexis worth $63.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 37,283 Codexis shares in Q1 2026, an estimated $53.2K.
  • Codexis made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3628 holding.
  • Carson Wealth (CWM LLC) first reported a position in Codexis in Q1 2022 and has held it in 17 quarters since.
  • 135 funds tracked by Wall St. Rank held Codexis as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.