Carson Wealth (CWM LLC)
STIM icon

Carson Wealth (CWM LLC)’s Neuronetics STIM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STIM Stock Details STIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.54K Buy
3,818
+3,737
+4,614% +$5.92K ﹤0.01% 4986
2025
Q4 		$0 Sell
81
-16
-16% -$33 ﹤0.01% 5628
2025
Q3 		$0 Buy
97
+43
+80% +$153 ﹤0.01% 5528
2025
Q2 		$0 Hold
54
– – ﹤0.01% 5299
2025
Q1 		$0 Hold
54
– – ﹤0.01% 5195
2024
Q4 		$0 Hold
54
– – ﹤0.01% 5151
2024
Q3 		$0 Hold
54
– – ﹤0.01% 5136
2024
Q2 		$0 Hold
54
– – ﹤0.01% 4924
2024
Q1 		$0 Buy
+54
New +$190 ﹤0.01% 4727
2023
Q1 		– Sell
-12,931
Closed -$89K – 4333
2022
Q4 		$89K Hold
12,931
– – ﹤0.01% 1430
2022
Q3 		$41K Buy
+12,931
New +$47K ﹤0.01% 1760

Other funds holding STIM

MAM
Madryn Asset Management New York $34.1M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LG
Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return
FCM
FourWorld Capital Management New York $196M AUM 42.39% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return