Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s TriSalus Life Sciences TLSI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TLSI Stock Details TLSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.99K Buy
747
+669
+858% +$3.28K ﹤0.01% 5185
2025
Q4 		$1K Sell
78
-12
-13% -$67 ﹤0.01% 5286
2025
Q3 		$0 Buy
+90
New +$421 ﹤0.01% 5547
2022
Q1 		– Sell
-5,000
Closed -$49K – 3867
2021
Q4 		$49K Buy
+5,000
New +$49.7K ﹤0.01% 1576

Other funds holding TLSI

FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its TriSalus Life Sciences (TLSI) stake by 858% in Q1 2026, buying an estimated $3.28K and bringing the position to 747 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #5185.

Carson Wealth (CWM LLC) first reported a position in TLSI in Q4 2021 and has held it in 4 quarters since. The position peaked at $49K in Q4 2021. 84 funds tracked by Wall St. Rank hold TLSI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 747 shares of TriSalus Life Sciences worth $2.99K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 669 TriSalus Life Sciences shares in Q1 2026, an estimated $3.28K.
  • TriSalus Life Sciences made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5185 holding.
  • Carson Wealth (CWM LLC) first reported a position in TriSalus Life Sciences in Q4 2021 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s TriSalus Life Sciences position peaked at $49K in Q4 2021.
  • 84 funds tracked by Wall St. Rank held TriSalus Life Sciences as of Q1 2026.

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