Carson Wealth (CWM LLC)’s Elevation Oncology ELEV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5,030	Closed	-$2K	–	5342
2025 Q2	$2K	Sell	5,030 -265	-5%	-$88	﹤0.01%	4873
2025 Q1	$1K	Buy	5,295 +4,754	+879%	+$2.71K	﹤0.01%	4893
2024 Q4	$0	Buy	541 +112	+26%	+$66	﹤0.01%	4967
2024 Q3	$0	Buy	+429	New	+$636	﹤0.01%	4899

Other funds holding ELEV

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Elevation Oncology (ELEV) in Q3 2025, closing a stake of 5,030 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in ELEV in Q3 2024 and held it in 4 quarters. The position peaked at $2K in Q2 2025. 1 fund tracked by Wall St. Rank holds ELEV as of Q3 2025.

Carson Wealth (CWM LLC) reported no remaining Elevation Oncology position as of Q3 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 5,030 Elevation Oncology shares in Q3 2025, an estimated $2K.
Carson Wealth (CWM LLC) first reported a position in Elevation Oncology in Q3 2024 and held it in 4 quarters.
Carson Wealth (CWM LLC)'s Elevation Oncology position peaked at $2K in Q2 2025.
1 fund tracked by Wall St. Rank held Elevation Oncology as of Q3 2025.

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