WIM
CATX icon

WealthPlan Investment Management’s Perspective Therapeutics CATX Stock Holding History

WealthPlan Investment Management’s Portfolio CATX Stock Details CATX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.68M Hold
404,071
– – 0.09% 173
2025
Q4 		$1.11M Hold
404,071
– – 0.07% 189
2025
Q3 		$1.39M Buy
404,071
+3,022
+0.8% +$11K 0.09% 157
2025
Q2 		$1.38M Hold
401,049
– – 0.1% 155
2025
Q1 		$854K Hold
401,049
– – 0.08% 141
2024
Q4 		$1.28M Buy
401,049
+61,757
+18% +$504K 0.13% 121
2024
Q3 		$4.53M Buy
+339,292
New +$4.51M 0.46% 73

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TCM
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CC
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BlackRock
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OM
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VCM
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Millennium Management
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Citadel Advisors
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AAA
Affinity Asset Advisors New York $1.71B AUM 374.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return