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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

CGEM holding history

Cullinan Therapeutics, Inc. in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CGEM overviewAll 13F holders of CGEMFull Q2 2026 holdings

Shares (Q2 2026)
793
Value
$14.4K
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of CGEM by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026793$14.4K<0.1%−306−27.8%ReducedHolders
Q1 20261,099$15.6K<0.1%−181−14.1%ReducedHolders
Q4 20251,280$13.2K<0.1%+284+28.5%AddedHolders
Q3 2025996$5.91K<0.1%+645+183.8%AddedHolders
Q2 2025351$2.64K<0.1%+351NewHolders