Carson Wealth (CWM LLC)
TKNO icon

Carson Wealth (CWM LLC)’s Alpha Teknova TKNO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TKNO Stock Details TKNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.8K Buy
4,087
+4,019
+5,910% +$11.3K ﹤0.01% 4711
2025
Q4 		$0 Buy
68
+16
+31% +$78 ﹤0.01% 5640
2025
Q3 		$0 Buy
+52
New +$244 ﹤0.01% 5545

Other funds holding TKNO

RC
Roubaix Capital Denver, Colorado $214M AUM 32.43% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
Massar Capital Management Stamford, Connecticut $934M AUM 14.18% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Alpha Teknova (TKNO) stake by 5,910% in Q1 2026, buying an estimated $11.3K and bringing the position to 4,087 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4711.

Carson Wealth (CWM LLC) first reported a position in TKNO in Q3 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold TKNO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,087 shares of Alpha Teknova worth $11.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,019 Alpha Teknova shares in Q1 2026, an estimated $11.3K.
  • Alpha Teknova made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4711 holding.
  • Carson Wealth (CWM LLC) first reported a position in Alpha Teknova in Q3 2025 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held Alpha Teknova as of Q1 2026.

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