Carson Wealth (CWM LLC)
VTGN icon

Carson Wealth (CWM LLC)’s VistaGen Therapeutics VTGN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VTGN Stock Details VTGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$333 Hold
582
– – ﹤0.01% 5492
2025
Q4 		$0 Hold
582
– – ﹤0.01% 5671
2025
Q3 		$2K Hold
582
– – ﹤0.01% 5054
2025
Q2 		$1K Sell
582
-1,000
-63% -$2.27K ﹤0.01% 5087
2025
Q1 		$4K Sell
1,582
-1,834
-54% -$5.19K ﹤0.01% 4578
2024
Q4 		$10K Buy
3,416
+1,000
+41% +$2.81K ﹤0.01% 3896
2024
Q3 		$7K Hold
2,416
– – ﹤0.01% 3974
2024
Q2 		$8K Hold
2,416
– – ﹤0.01% 3689
2024
Q1 		$13K Sell
2,416
-33
-1% -$159 ﹤0.01% 3206
2023
Q4 		$13K Hold
2,449
– – ﹤0.01% 3054
2023
Q3 		$13K Sell
2,449
-1,333
-35% -$5.92K ﹤0.01% 3012
2023
Q2 		$7K Buy
3,782
+3,332
+740% +$11.7K ﹤0.01% 3310
2023
Q1 		$2K Hold
450
– – ﹤0.01% 3712
2022
Q4 		$1K Hold
450
– – ﹤0.01% 3872
2022
Q3 		$2K Hold
450
– – ﹤0.01% 3556
2022
Q2 		$12K Hold
450
– – ﹤0.01% 2491
2022
Q1 		$17K Hold
450
– – ﹤0.01% 2195
2021
Q4 		$26K Buy
+450
New +$29.3K ﹤0.01% 1858
2021
Q2 		$43K Hold
450
– – ﹤0.01% 1460
2021
Q1 		$43K Hold
450
– – ﹤0.01% 1460
2020
Q4 		$43K Hold
450
– – ﹤0.01% 1460
2020
Q3 		$43K Hold
450
– – ﹤0.01% 1460
2020
Q2 		$43K Hold
450
– – ﹤0.01% 1460
2020
Q1 		$43K Hold
450
– – ﹤0.01% 1460
2019
Q4 		$43K Hold
450
– – ﹤0.01% 1460
2019
Q3 		$43K Hold
450
– – ﹤0.01% 1459
2019
Q2 		$43K Hold
450
– – ﹤0.01% 1459
2019
Q1 		$43K Buy
+450
New +$19.6K ﹤0.01% 1459

Other funds holding VTGN

O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its VistaGen Therapeutics (VTGN) position steady in Q1 2026 at 582 shares worth $333. The position accounts for ﹤0.01% of the portfolio, ranked #5492.

Carson Wealth (CWM LLC) first reported a position in VTGN in Q1 2019 and has held it in 28 quarters since. The position peaked at $43K in Q2 2021. 56 funds tracked by Wall St. Rank hold VTGN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 582 shares of VistaGen Therapeutics worth $333 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its VistaGen Therapeutics share count unchanged in Q1 2026.
  • VistaGen Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5492 holding.
  • Carson Wealth (CWM LLC) first reported a position in VistaGen Therapeutics in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s VistaGen Therapeutics position peaked at $43K in Q2 2021.
  • 56 funds tracked by Wall St. Rank held VistaGen Therapeutics as of Q1 2026.

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