Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Precision BioSciences DTIL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DTIL Stock Details DTIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.53K Hold
1,005
– – ﹤0.01% 4987
2025
Q4 		$4K Hold
1,005
– – ﹤0.01% 4878
2025
Q3 		$6K Hold
1,005
– – ﹤0.01% 4665
2025
Q2 		$4K Hold
1,005
– – ﹤0.01% 4666
2025
Q1 		$5K Hold
1,005
– – ﹤0.01% 4440
2024
Q4 		$4K Buy
+1,005
New +$7.34K ﹤0.01% 4291
2024
Q1 		– Sell
-3
Closed – – 4407
2023
Q4 		$0 Hold
3
– – ﹤0.01% 4220
2023
Q3 		$0 Hold
3
– – ﹤0.01% 4248
2023
Q2 		$0 Hold
3
– – ﹤0.01% 4229
2023
Q1 		$0 Hold
3
– – ﹤0.01% 4117
2022
Q4 		$0 Hold
3
– – ﹤0.01% 4030
2022
Q3 		$0 Hold
3
– – ﹤0.01% 3968
2022
Q2 		$0 Hold
3
– – ﹤0.01% 3855
2022
Q1 		$0 Hold
3
– – ﹤0.01% 3592
2021
Q4 		$1K Buy
+3
New +$838 ﹤0.01% 3285
2021
Q2 		$1K Hold
4
– – ﹤0.01% 2776
2021
Q1 		$1K Hold
4
– – ﹤0.01% 2776
2020
Q4 		$1K Hold
4
– – ﹤0.01% 2776
2020
Q3 		$1K Hold
4
– – ﹤0.01% 2775
2020
Q2 		$1K Hold
4
– – ﹤0.01% 2775
2020
Q1 		$1K Hold
4
– – ﹤0.01% 2774
2019
Q4 		$1K Hold
4
– – ﹤0.01% 2774
2019
Q3 		$1K Hold
4
– – ﹤0.01% 2774
2019
Q2 		$1K Hold
4
– – ﹤0.01% 2774
2019
Q1 		$1K Buy
+4
New +$2.12K ﹤0.01% 2773

Other funds holding DTIL

OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
EAM
Empery Asset Management New York $83M AUM
BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
LCM
Lynx1 Capital Management San Juan, Puerto Rico $633M AUM 173.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Precision BioSciences (DTIL) position steady in Q1 2026 at 1,005 shares worth $5.53K. The position accounts for ﹤0.01% of the portfolio, ranked #4987.

Carson Wealth (CWM LLC) first reported a position in DTIL in Q1 2019 and has held it in 25 quarters since. The position peaked at $6K in Q3 2025. 78 funds tracked by Wall St. Rank hold DTIL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,005 shares of Precision BioSciences worth $5.53K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Precision BioSciences share count unchanged in Q1 2026.
  • Precision BioSciences made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4987 holding.
  • Carson Wealth (CWM LLC) first reported a position in Precision BioSciences in Q1 2019 and has held it in 25 quarters since.
  • Carson Wealth (CWM LLC)'s Precision BioSciences position peaked at $6K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held Precision BioSciences as of Q1 2026.

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