Carson Wealth (CWM LLC)’s BiomX PHGE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4	Hold	1	–	–	﹤0.01%	5657
2025 Q4	$0	Buy	+1	New	+$7	﹤0.01%	5572

Other funds holding PHGE

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its BiomX (PHGE) position steady in Q1 2026 at 1 share worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #5657.

Carson Wealth (CWM LLC) first reported a position in PHGE in Q4 2025 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold PHGE as of Q1 2026.

Carson Wealth (CWM LLC) held 1 share of BiomX worth $4 as of Q1 2026.
Carson Wealth (CWM LLC) left its BiomX share count unchanged in Q1 2026.
BiomX made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5657 holding.
Carson Wealth (CWM LLC) first reported a position in BiomX in Q4 2025 and has held it in 2 quarters since.
13 funds tracked by Wall St. Rank held BiomX as of Q1 2026.

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