Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Aeva Technologies AEVA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AEVA Stock Details AEVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$52.5K Sell
3,986
-55
-1% -$817 ﹤0.01% 3787
2025
Q4 		$54K Sell
4,041
-11
-0.3% -$157 ﹤0.01% 3540
2025
Q3 		$59K Buy
4,052
+1,993
+97% +$37.8K ﹤0.01% 3387
2025
Q2 		$78K Buy
2,059
+44
+2% +$669 ﹤0.01% 2920
2025
Q1 		$14K Buy
2,015
+1,512
+301% +$6.23K ﹤0.01% 3898
2024
Q4 		$2K Buy
503
+123
+32% +$498 ﹤0.01% 4488
2024
Q3 		$1K Buy
380
+304
+400% +$910 ﹤0.01% 4496
2024
Q2 		$0 Buy
76
+72
+1,800% +$235 ﹤0.01% 4554
2024
Q1 		$0 Buy
+4
New +$19 ﹤0.01% 4280
2023
Q3 		– Sell
-88
Closed -$1K – 4148
2023
Q2 		$1K Sell
88
-39
-31% -$222 ﹤0.01% 3889
2023
Q1 		$1K Sell
127
-189
-60% -$1.51K ﹤0.01% 3757
2022
Q4 		$2K Sell
316
-70
-18% -$613 ﹤0.01% 3493
2022
Q3 		$4K Buy
+386
New +$6.1K ﹤0.01% 3124
2021
Q2 		– Hold
0
– – – 2919
2021
Q1 		– Hold
0
– – – 2919
2020
Q4 		– Hold
0
– – – 2919
2020
Q3 		– Hold
0
– – – 2919
2020
Q2 		– Hold
0
– – – 2919
2020
Q1 		– Hold
0
– – – 2919

Other funds holding AEVA

SC
Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return
CPX
Canaan Partners XI Menlo Park, California $127M AUM 217.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.4B AUM 33.21% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
TI
Think Investments San Francisco, California $847M AUM 88.1% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
DGM
Delta Global Management New York $922M AUM 49.42% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AEVA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Aeva Technologies (AEVA) stake by 1.4% in Q1 2026, selling an estimated $817 and leaving 3,986 shares worth $52.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3787.

Carson Wealth (CWM LLC) first reported a position in AEVA in Q3 2022 and has held it in 13 quarters since. The position peaked at $78K in Q2 2025. 154 funds tracked by Wall St. Rank hold AEVA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,986 shares of Aeva Technologies worth $52.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 55 Aeva Technologies shares in Q1 2026, an estimated $817.
  • Aeva Technologies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3787 holding.
  • Carson Wealth (CWM LLC) first reported a position in Aeva Technologies in Q3 2022 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s Aeva Technologies position peaked at $78K in Q2 2025.
  • 154 funds tracked by Wall St. Rank held Aeva Technologies as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.