Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Cullinan Oncology CGEM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CGEM Stock Details CGEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$173K Buy
12,196
+8,320
+215% +$107K ﹤0.01% 2844
2025
Q4 		$40K Buy
3,876
+1,318
+52% +$11.9K ﹤0.01% 3758
2025
Q3 		$15K Buy
2,558
+1,438
+128% +$10.5K ﹤0.01% 4259
2025
Q2 		$8K Buy
1,120
+1,047
+1,434% +$8.41K ﹤0.01% 4386
2025
Q1 		$1K Buy
73
+26
+55% +$249 ﹤0.01% 4875
2024
Q4 		$1K Sell
47
-5
-10% -$72 ﹤0.01% 4673
2024
Q3 		$1K Sell
52
-7
-12% -$124 ﹤0.01% 4533
2024
Q2 		$1K Buy
59
+26
+79% +$554 ﹤0.01% 4333
2024
Q1 		$1K Buy
33
+4
+14% +$62 ﹤0.01% 4096
2023
Q4 		$0 Sell
29
-200
-87% -$1.77K ﹤0.01% 4168
2023
Q3 		$2K Buy
+229
New +$2.38K ﹤0.01% 3765
2023
Q2 		– Sell
-23
Closed – – 4197
2023
Q1 		$0 Hold
23
– – ﹤0.01% 4077
2022
Q4 		$0 Sell
23
-21
-48% -$255 ﹤0.01% 3988
2022
Q3 		$1K Buy
44
+24
+120% +$323 ﹤0.01% 3610
2022
Q2 		$0 Buy
+20
New +$227 ﹤0.01% 3813

Other funds holding CGEM

LCM
Lynx1 Capital Management San Juan, Puerto Rico $866M AUM 231.68% 1-Year Est. Return
MB
MPM BioImpact Boston, Massachusetts $1.64B AUM 245.64% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $665M AUM 95.51% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Cullinan Oncology (CGEM) stake by 215% in Q1 2026, buying an estimated $107K and bringing the position to 12,196 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #2844.

Carson Wealth (CWM LLC) first reported a position in CGEM in Q2 2022 and has held it in 15 quarters since. 174 funds tracked by Wall St. Rank hold CGEM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,196 shares of Cullinan Oncology worth $173K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 8,320 Cullinan Oncology shares in Q1 2026, an estimated $107K.
  • Cullinan Oncology made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2844 holding.
  • Carson Wealth (CWM LLC) first reported a position in Cullinan Oncology in Q2 2022 and has held it in 15 quarters since.
  • 174 funds tracked by Wall St. Rank held Cullinan Oncology as of Q1 2026.

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