Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Fulgent Genetics FLGT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FLGT Stock Details FLGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$68.5K Buy
4,310
+4,051
+1,564% +$87.9K ﹤0.01% 3567
2025
Q4 		$7K Buy
259
+13
+5% +$337 ﹤0.01% 4695
2025
Q3 		$6K Buy
246
+18
+8% +$371 ﹤0.01% 4672
2025
Q2 		$5K Buy
228
+101
+80% +$1.97K ﹤0.01% 4608
2025
Q1 		$2K Sell
127
-175
-58% -$2.98K ﹤0.01% 4750
2024
Q4 		$6K Sell
302
-528
-64% -$10.3K ﹤0.01% 4111
2024
Q3 		$18K Buy
830
+73
+10% +$1.63K ﹤0.01% 3426
2024
Q2 		$15K Buy
757
+631
+501% +$13.2K ﹤0.01% 3298
2024
Q1 		$3K Sell
126
-188
-60% -$4.67K ﹤0.01% 3837
2023
Q4 		$9K Sell
314
-572
-65% -$15.3K ﹤0.01% 3238
2023
Q3 		$24K Sell
886
-382
-30% -$13K ﹤0.01% 2560
2023
Q2 		$47K Buy
1,268
+521
+70% +$18.2K ﹤0.01% 2034
2023
Q1 		$23K Buy
747
+489
+190% +$15.7K ﹤0.01% 2400
2022
Q4 		$8K Sell
258
-8
-3% -$286 ﹤0.01% 2923
2022
Q3 		$10K Sell
266
-1,007
-79% -$50.5K ﹤0.01% 2673
2022
Q2 		$69K Buy
1,273
+57
+5% +$3.13K ﹤0.01% 1472
2022
Q1 		$76K Sell
1,216
-738
-38% -$48.6K ﹤0.01% 1430
2021
Q4 		$197K Buy
+1,954
New +$172K ﹤0.01% 1028
2021
Q2 		$156K Hold
1,690
– – ﹤0.01% 983
2021
Q1 		$156K Hold
1,690
– – ﹤0.01% 983
2020
Q4 		$156K Hold
1,690
– – ﹤0.01% 983
2020
Q3 		$156K Hold
1,690
– – ﹤0.01% 983
2020
Q2 		$156K Hold
1,690
– – ﹤0.01% 983
2020
Q1 		$156K Hold
1,690
– – ﹤0.01% 983
2019
Q4 		$156K Hold
1,690
– – ﹤0.01% 983
2019
Q3 		$156K Hold
1,690
– – ﹤0.01% 983
2019
Q2 		$156K Hold
1,690
– – ﹤0.01% 983
2019
Q1 		$156K Buy
+1,690
New +$7.75K ﹤0.01% 983

Other funds holding FLGT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Fulgent Genetics (FLGT) stake by 1,564% in Q1 2026, buying an estimated $87.9K and bringing the position to 4,310 shares worth $68.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3567.

Carson Wealth (CWM LLC) first reported a position in FLGT in Q1 2019 and has held it in 28 quarters since. The position peaked at $197K in Q4 2021. 157 funds tracked by Wall St. Rank hold FLGT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,310 shares of Fulgent Genetics worth $68.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,051 Fulgent Genetics shares in Q1 2026, an estimated $87.9K.
  • Fulgent Genetics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3567 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fulgent Genetics in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Fulgent Genetics position peaked at $197K in Q4 2021.
  • 157 funds tracked by Wall St. Rank held Fulgent Genetics as of Q1 2026.

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