Carson Wealth (CWM LLC)
DFTX

Carson Wealth (CWM LLC)’s Definium Therapeutics DFTX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DFTX Stock Details DFTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$106K Buy
5,600
+248
+5% +$4.21K ﹤0.01% 3217
2025
Q4 		$72K Buy
5,352
+820
+18% +$10.1K ﹤0.01% 3327
2025
Q3 		$53K Buy
4,532
+73
+2% +$681 ﹤0.01% 3486
2025
Q2 		$29K Buy
4,459
+1,796
+67% +$11.8K ﹤0.01% 3675
2025
Q1 		$16K Buy
2,663
+1,195
+81% +$8.56K ﹤0.01% 3834
2024
Q4 		$10K Sell
1,468
-37
-2% -$255 ﹤0.01% 3880
2024
Q3 		$9K Buy
1,505
+235
+19% +$1.63K ﹤0.01% 3841
2024
Q2 		$9K Sell
1,270
-268
-17% -$2.34K ﹤0.01% 3612
2024
Q1 		$14K Buy
1,538
+270
+21% +$1.54K ﹤0.01% 3139
2023
Q4 		$5K Sell
1,268
-595
-32% -$1.79K ﹤0.01% 3524
2023
Q3 		$6K Hold
1,863
– – ﹤0.01% 3383
2023
Q2 		$7K Hold
1,863
– – ﹤0.01% 3288
2023
Q1 		$6K Sell
1,863
-3
-0.2% -$10 ﹤0.01% 3219
2022
Q4 		$4K Sell
1,866
-1,968
-51% -$5.46K ﹤0.01% 3308
2022
Q3 		$14K Buy
3,834
+1,915
+100% +$18.4K ﹤0.01% 2475
2022
Q2 		$18K Buy
+1,919
New +$24.3K ﹤0.01% 2193
2022
Q1 		– Sell
-1,309
Closed -$27K – 3736
2021
Q4 		$27K Buy
+1,309
New +$41.8K ﹤0.01% 1833
2021
Q2 		$72K Buy
+1,393
New +$73.1K ﹤0.01% 1254

Other funds holding DFTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Definium Therapeutics (DFTX) stake by 4.6% in Q1 2026, buying an estimated $4.21K and bringing the position to 5,600 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #3217.

Carson Wealth (CWM LLC) first reported a position in DFTX in Q2 2021 and has held it in 18 quarters since. 247 funds tracked by Wall St. Rank hold DFTX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,600 shares of Definium Therapeutics worth $106K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 248 Definium Therapeutics shares in Q1 2026, an estimated $4.21K.
  • Definium Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3217 holding.
  • Carson Wealth (CWM LLC) first reported a position in Definium Therapeutics in Q2 2021 and has held it in 18 quarters since.
  • 247 funds tracked by Wall St. Rank held Definium Therapeutics as of Q1 2026.

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