Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Tevogen Inc TVGN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TVGN Stock Details TVGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9 Sell
2
-6
-75% -$74 ﹤0.01% 5645
2025
Q4 		$0 Sell
8
-5
-38% -$130 ﹤0.01% 5694
2025
Q3 		$0 Sell
13
-5
-28% -$246 ﹤0.01% 5597
2025
Q2 		$1K Buy
18
+3
+20% +$171 ﹤0.01% 5092
2025
Q1 		$1K Buy
15
+1
+7% +$66 ﹤0.01% 5018
2024
Q4 		$1K Sell
14
-4
-22% -$261 ﹤0.01% 4846
2024
Q3 		$0 Buy
+18
New +$526 ﹤0.01% 5209

Other funds holding TVGN

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

Carson Wealth (CWM LLC) reduced its Tevogen Inc (TVGN) stake by 75% in Q1 2026, selling an estimated $74 and leaving 2 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #5645.

Carson Wealth (CWM LLC) first reported a position in TVGN in Q3 2024 and has held it in 7 quarters since. The position peaked at $1K in Q2 2025. 30 funds tracked by Wall St. Rank hold TVGN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2 shares of Tevogen Inc worth $9 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 6 Tevogen Inc shares in Q1 2026, an estimated $74.
  • Tevogen Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5645 holding.
  • Carson Wealth (CWM LLC) first reported a position in Tevogen Inc in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Tevogen Inc position peaked at $1K in Q2 2025.
  • 30 funds tracked by Wall St. Rank held Tevogen Inc as of Q1 2026.

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