EverSource Wealth Advisors’s CARGO Therapeutics CRGX Stock Holding History

EverSource Wealth Advisors’s Portfolio CRGX Stock Details CRGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-862	Closed	-$3.55K	–	4352
2025 Q2	$3.55K	Buy	862 +798	+1,247%	+$3.42K	﹤0.01%	3297
2025 Q1	$260	Buy	+64	New	+$429	﹤0.01%	3638

Other funds holding CRGX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EverSource Wealth Advisors's CRGX Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of CARGO Therapeutics (CRGX) in Q3 2025, closing a stake of 862 shares — an estimated $3.55K sold.

EverSource Wealth Advisors first reported a position in CRGX in Q1 2025 and held it in 2 quarters. The position peaked at $3.55K in Q2 2025. 1 fund tracked by Wall St. Rank holds CRGX as of Q3 2025.

EverSource Wealth Advisors reported no remaining CARGO Therapeutics position as of Q3 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 862 CARGO Therapeutics shares in Q3 2025, an estimated $3.55K.
EverSource Wealth Advisors first reported a position in CARGO Therapeutics in Q1 2025 and held it in 2 quarters.
EverSource Wealth Advisors's CARGO Therapeutics position peaked at $3.55K in Q2 2025.
1 fund tracked by Wall St. Rank held CARGO Therapeutics as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.