Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s GeneDx Holdings WGS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WGS Stock Details WGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$198K Sell
2,150
-340
-14% -$31.3K ﹤0.01% 2176
2025
Q1 		$221K Sell
2,490
-283
-10% -$25.1K ﹤0.01% 1854
2024
Q4 		$213K Buy
2,773
+682
+33% +$52.4K ﹤0.01% 1789
2024
Q3 		$89K Buy
+2,091
New +$89K ﹤0.01% 2276