Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Solidion Technology STI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STI Stock Details STI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8
Closed – – 5594
2025
Q2 		$0 Sell
8
-26
-76% -$112 ﹤0.01% 5343
2025
Q1 		$0 Buy
34
+1
+3% +$17 ﹤0.01% 5235
2024
Q4 		$1K Buy
33
+8
+32% +$166 ﹤0.01% 4844
2024
Q3 		$0 Buy
+25
New +$483 ﹤0.01% 5205

Other funds holding STI

HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Carson Wealth (CWM LLC)'s STI Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Solidion Technology (STI) in Q3 2025, closing a stake of 8 shares.

Carson Wealth (CWM LLC) first reported a position in STI in Q3 2024 and held it in 4 quarters. The position peaked at $1K in Q4 2024. 18 funds tracked by Wall St. Rank hold STI as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Solidion Technology position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 8 Solidion Technology shares in Q3 2025.
  • Carson Wealth (CWM LLC) first reported a position in Solidion Technology in Q3 2024 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s Solidion Technology position peaked at $1K in Q4 2024.
  • 18 funds tracked by Wall St. Rank held Solidion Technology as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.