Carson Wealth (CWM LLC)
OPTT icon

Carson Wealth (CWM LLC)’s Ocean Power Technologies OPTT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OPTT Stock Details OPTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$201 Hold
575
– – ﹤0.01% 5531
2025
Q4 		$0 Buy
+575
New +$258 ﹤0.01% 5558

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VFT
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DOA
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Carson Wealth (CWM LLC)'s OPTT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Ocean Power Technologies (OPTT) position steady in Q1 2026 at 575 shares worth $201. The position accounts for ﹤0.01% of the portfolio, ranked #5531.

Carson Wealth (CWM LLC) first reported a position in OPTT in Q4 2025 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold OPTT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 575 shares of Ocean Power Technologies worth $201 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Ocean Power Technologies share count unchanged in Q1 2026.
  • Ocean Power Technologies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5531 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ocean Power Technologies in Q4 2025 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q1 2026.

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