Carson Wealth (CWM LLC)
WATT icon

Carson Wealth (CWM LLC)’s Energous WATT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WATT Stock Details WATT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Hold
0
– – – 5574
2025
Q2 		– Hold
0
– – – 5327
2025
Q1 		– Hold
0
– – – 5225
2024
Q4 		– Hold
0
– – – 5192
2024
Q3 		– Hold
0
– – – 5190
2024
Q2 		– Hold
0
– – – 4983
2024
Q1 		– Hold
0
– – – 4793
2023
Q4 		– Hold
0
– – – 4549
2023
Q3 		– Hold
0
– – – 4559
2022
Q1 		– Hold
0
– – – 3900
2021
Q4 		– Hold
0
– – – 3661
2019
Q1 		– Sell
-2
Closed -$6K – 3299
2018
Q4 		$6K Buy
+2
New +$9.75K ﹤0.01% 1496
2017
Q3 		– Hold
0
– -$2K – 1572
2017
Q2 		– Hold
0
– – – 1036
2017
Q1 		– Hold
0
– – – 1007
2016
Q4 		– Hold
0
– – – 1006
2016
Q3 		– Hold
0
– – – 930
2016
Q2 		– Hold
0
– – – 768

Other funds holding WATT

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Energous (WATT) position steady in Q3 2025 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #5574.

Carson Wealth (CWM LLC) first reported a position in WATT in Q4 2018 and has held it in 1 quarter since. The position peaked at $6K in Q4 2018. 19 funds tracked by Wall St. Rank hold WATT as of Q3 2025.

  • Carson Wealth (CWM LLC) held 0 shares of Energous worth $0 as of Q3 2025.
  • Carson Wealth (CWM LLC) left its Energous share count unchanged in Q3 2025.
  • Energous made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q3 2025, its #5574 holding.
  • Carson Wealth (CWM LLC) first reported a position in Energous in Q4 2018 and has held it in 1 quarter since.
  • Carson Wealth (CWM LLC)'s Energous position peaked at $6K in Q4 2018.
  • 19 funds tracked by Wall St. Rank held Energous as of Q3 2025.

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