Carson Wealth (CWM LLC)’s CARGO Therapeutics CRGX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CRGX Stock Details CRGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,757	Closed	-$15K	–	5306
2025 Q2	$15K	Buy	3,757 +1,928	+105%	+$8.26K	﹤0.01%	4072
2025 Q1	$7K	Buy	1,829 +1,808	+8,610%	+$12.1K	﹤0.01%	4274
2024 Q4	$0	Sell	21 -31	-60%	-$563	﹤0.01%	4939
2024 Q3	$1K	Buy	52 +42	+420%	+$751	﹤0.01%	4541
2024 Q2	$0	Buy	+10	New	+$190	﹤0.01%	4631

Other funds holding CRGX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CRGX Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of CARGO Therapeutics (CRGX) in Q3 2025, closing a stake of 3,757 shares — an estimated $15K sold.

Carson Wealth (CWM LLC) first reported a position in CRGX in Q2 2024 and held it in 5 quarters. The position peaked at $15K in Q2 2025. 1 fund tracked by Wall St. Rank holds CRGX as of Q3 2025.

Carson Wealth (CWM LLC) reported no remaining CARGO Therapeutics position as of Q3 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 3,757 CARGO Therapeutics shares in Q3 2025, an estimated $15K.
Carson Wealth (CWM LLC) first reported a position in CARGO Therapeutics in Q2 2024 and held it in 5 quarters.
Carson Wealth (CWM LLC)'s CARGO Therapeutics position peaked at $15K in Q2 2025.
1 fund tracked by Wall St. Rank held CARGO Therapeutics as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.