Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Perma-Fix Environmental Services PESI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PESI Stock Details PESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.08K Buy
195
+78
+67% +$1.07K ﹤0.01% 5267
2025
Q4 		$1K Sell
117
-19
-14% -$242 ﹤0.01% 5265
2025
Q3 		$1K Buy
136
+47
+53% +$519 ﹤0.01% 5171
2025
Q2 		$1K Buy
89
+71
+394% +$653 ﹤0.01% 5052
2025
Q1 		$0 Sell
18
-14
-44% -$126 ﹤0.01% 5160
2024
Q4 		$0 Sell
32
-1
-3% -$13 ﹤0.01% 5093
2024
Q3 		$0 Buy
+33
New +$353 ﹤0.01% 5066

Other funds holding PESI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Potomac Capital Management New York $115M AUM
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Perma-Fix Environmental Services (PESI) stake by 67% in Q1 2026, buying an estimated $1.07K and bringing the position to 195 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #5267.

Carson Wealth (CWM LLC) first reported a position in PESI in Q3 2024 and has held it in 7 quarters since. 85 funds tracked by Wall St. Rank hold PESI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 195 shares of Perma-Fix Environmental Services worth $2.08K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 78 Perma-Fix Environmental Services shares in Q1 2026, an estimated $1.07K.
  • Perma-Fix Environmental Services made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5267 holding.
  • Carson Wealth (CWM LLC) first reported a position in Perma-Fix Environmental Services in Q3 2024 and has held it in 7 quarters since.
  • 85 funds tracked by Wall St. Rank held Perma-Fix Environmental Services as of Q1 2026.

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