Carson Wealth (CWM LLC)
TLPH icon

Carson Wealth (CWM LLC)’s Talphera TLPH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TLPH Stock Details TLPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-12
Closed – – 5546
2025
Q2 		$0 Buy
+12
New +$6 ﹤0.01% 5304

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RSCM
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NCM
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BL
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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
DIG
Dauntless Investment Group Etna, New Hampshire $151M AUM 76.14% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $219M AUM 33.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Talphera (TLPH) in Q3 2025, closing a stake of 12 shares.

Carson Wealth (CWM LLC) first reported a position in TLPH in Q2 2025 and held it in 1 quarter. The position peaked at $0 in Q2 2025. 34 funds tracked by Wall St. Rank hold TLPH as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Talphera position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 12 Talphera shares in Q3 2025.
  • Carson Wealth (CWM LLC) first reported a position in Talphera in Q2 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Talphera position peaked at $0 in Q2 2025.
  • 34 funds tracked by Wall St. Rank held Talphera as of Q3 2025.

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