Carson Wealth (CWM LLC)
FGNX

Carson Wealth (CWM LLC)’s FG Nexus Inc FGNX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FGNX Stock Details FGNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40 Buy
+8
New +$81 ﹤0.01% 5610
2022
Q3 		– Sell
-8
Closed -$1K – 3992
2022
Q2 		$1K Buy
+8
New +$2.74K ﹤0.01% 3540

Other funds holding FGNX

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in FG Nexus Inc (FGNX) in Q1 2026: 8 shares worth $40. The stake represents ﹤0.01% of the portfolio and ranks #5610 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in FGNX as recently as Q2 2022.

Carson Wealth (CWM LLC) first reported a position in FGNX in Q2 2022 and has held it in 2 quarters since. The position peaked at $1K in Q2 2022. 33 funds tracked by Wall St. Rank hold FGNX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8 shares of FG Nexus Inc worth $40 as of Q1 2026.
  • FG Nexus Inc was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • FG Nexus Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5610 holding.
  • Carson Wealth (CWM LLC) first reported a position in FG Nexus Inc in Q2 2022 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s FG Nexus Inc position peaked at $1K in Q2 2022.
  • 33 funds tracked by Wall St. Rank held FG Nexus Inc as of Q1 2026.

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