Carson Wealth (CWM LLC)
VHC icon

Carson Wealth (CWM LLC)’s VirnetX Holding Corp VHC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VHC Stock Details VHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.88K Buy
+275
New +$4.88K ﹤0.01% 5113
2022
Q3 		– Sell
-90
Closed -$2K – 4203
2022
Q2 		$2K Hold
90
– – ﹤0.01% 3429
2022
Q1 		$3K Hold
90
– – ﹤0.01% 3093
2021
Q4 		$5K Buy
+90
New +$6.24K ﹤0.01% 2770

Other funds holding VHC

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WJWM
Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in VirnetX Holding Corp (VHC) in Q1 2026: 275 shares worth $3.88K. The stake represents ﹤0.01% of the portfolio and ranks #5113 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in VHC as recently as Q2 2022.

Carson Wealth (CWM LLC) first reported a position in VHC in Q4 2021 and has held it in 4 quarters since. The position peaked at $5K in Q4 2021. 29 funds tracked by Wall St. Rank hold VHC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 275 shares of VirnetX Holding Corp worth $3.88K as of Q1 2026.
  • VirnetX Holding Corp was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • VirnetX Holding Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5113 holding.
  • Carson Wealth (CWM LLC) first reported a position in VirnetX Holding Corp in Q4 2021 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s VirnetX Holding Corp position peaked at $5K in Q4 2021.
  • 29 funds tracked by Wall St. Rank held VirnetX Holding Corp as of Q1 2026.

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