Carson Wealth (CWM LLC)
PSNL icon

Carson Wealth (CWM LLC)’s Personalis PSNL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PSNL Stock Details PSNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.5K Buy
235
+211
+879% +$1.78K ﹤0.01% 5333
2025
Q4 		$0 Buy
24
+6
+33% +$52 ﹤0.01% 5583
2025
Q3 		$0 Buy
+18
New +$102 ﹤0.01% 5483
2022
Q2 		– Sell
-19
Closed – – 4043
2022
Q1 		$0 Buy
+19
New +$197 ﹤0.01% 3805

Other funds holding PSNL

MC
Merck & Co Kenilworth, New Jersey $349M AUM 146.07% 1-Year Est. Return
LMC
Lightspeed Management Company Menlo Park, California $988M AUM 7.5% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Carson Wealth (CWM LLC) increased its Personalis (PSNL) stake by 879% in Q1 2026, buying an estimated $1.78K and bringing the position to 235 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #5333.

Carson Wealth (CWM LLC) first reported a position in PSNL in Q1 2022 and has held it in 4 quarters since. 140 funds tracked by Wall St. Rank hold PSNL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 235 shares of Personalis worth $1.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 211 Personalis shares in Q1 2026, an estimated $1.78K.
  • Personalis made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5333 holding.
  • Carson Wealth (CWM LLC) first reported a position in Personalis in Q1 2022 and has held it in 4 quarters since.
  • 140 funds tracked by Wall St. Rank held Personalis as of Q1 2026.

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