Carson Wealth (CWM LLC)
SNGX icon

Carson Wealth (CWM LLC)’s Soligenix SNGX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SNGX Stock Details SNGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7 Hold
6
– – ﹤0.01% 5651
2025
Q4 		$0 Hold
6
– – ﹤0.01% 5617
2025
Q3 		$0 Hold
6
– – ﹤0.01% 5519
2025
Q2 		$0 Hold
6
– – ﹤0.01% 5290
2025
Q1 		$0 Buy
6
+5
+500% +$12 ﹤0.01% 5188
2024
Q4 		$0 Buy
+1
New +$4 ﹤0.01% 5144
2019
Q1 		– Hold
0
– – – 3249
2018
Q4 		– Hold
0
– – – 2228
2018
Q3 		– Hold
0
– – – 1980
2018
Q2 		– Hold
0
– – – 1771

Other funds holding SNGX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
PMFA
Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Soligenix (SNGX) position steady in Q1 2026 at 6 shares worth $7. The position accounts for ﹤0.01% of the portfolio, ranked #5651.

Carson Wealth (CWM LLC) first reported a position in SNGX in Q4 2024 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold SNGX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6 shares of Soligenix worth $7 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Soligenix share count unchanged in Q1 2026.
  • Soligenix made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5651 holding.
  • Carson Wealth (CWM LLC) first reported a position in Soligenix in Q4 2024 and has held it in 6 quarters since.
  • 15 funds tracked by Wall St. Rank held Soligenix as of Q1 2026.

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