Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Cytek Biosciences CTKB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CTKB Stock Details CTKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$265K Buy
60,724
+8,110
+15% +$38.3K ﹤0.01% 2485
2025
Q4 		$266K Sell
52,614
-2,452
-4% -$11.4K ﹤0.01% 2329
2025
Q3 		$191K Buy
55,066
+9,646
+21% +$36.2K ﹤0.01% 2484
2025
Q2 		$154K Buy
45,420
+27,400
+152% +$91.3K ﹤0.01% 2391
2025
Q1 		$72K Buy
18,020
+16,983
+1,638% +$88K ﹤0.01% 2682
2024
Q4 		$7K Buy
1,037
+534
+106% +$3.18K ﹤0.01% 4036
2024
Q3 		$3K Sell
503
-541
-52% -$3.07K ﹤0.01% 4253
2024
Q2 		$6K Buy
1,044
+849
+435% +$5.1K ﹤0.01% 3756
2024
Q1 		$1K Hold
195
– – ﹤0.01% 4105
2023
Q4 		$2K Sell
195
-1,032
-84% -$6.5K ﹤0.01% 3793
2023
Q3 		$7K Buy
1,227
+718
+141% +$5.76K ﹤0.01% 3288
2023
Q2 		$4K Buy
509
+356
+233% +$3.19K ﹤0.01% 3509
2023
Q1 		$1K Buy
153
+141
+1,175% +$1.52K ﹤0.01% 3800
2022
Q4 		$0 Buy
+12
New +$161 ﹤0.01% 4004

Other funds holding CTKB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Cytek Biosciences (CTKB) stake by 15% in Q1 2026, buying an estimated $38.3K and bringing the position to 60,724 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #2485.

Carson Wealth (CWM LLC) first reported a position in CTKB in Q4 2022 and has held it in 14 quarters since. The position peaked at $266K in Q4 2025. 165 funds tracked by Wall St. Rank hold CTKB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 60,724 shares of Cytek Biosciences worth $265K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 8,110 Cytek Biosciences shares in Q1 2026, an estimated $38.3K.
  • Cytek Biosciences made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2485 holding.
  • Carson Wealth (CWM LLC) first reported a position in Cytek Biosciences in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s Cytek Biosciences position peaked at $266K in Q4 2025.
  • 165 funds tracked by Wall St. Rank held Cytek Biosciences as of Q1 2026.

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