Carson Wealth (CWM LLC)
BIOA

Carson Wealth (CWM LLC)’s BioAge Labs BIOA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BIOA Stock Details BIOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$64.3K Sell
3,678
-15
-0.4% -$289 ﹤0.01% 3623
2025
Q4 		$49K Buy
3,693
+1,053
+40% +$9.33K ﹤0.01% 3630
2025
Q3 		$16K Buy
2,640
+212
+9% +$993 ﹤0.01% 4254
2025
Q2 		$10K Buy
2,428
+2,346
+2,861% +$9.45K ﹤0.01% 4325
2025
Q1 		$0 Buy
+82
New +$379 ﹤0.01% 5239

Other funds holding BIOA

ACM
AH Capital Management Menlo Park, California $14.2B AUM 20.01% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.95B AUM 773.9% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $1.93B AUM 134.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $1.11B AUM 866.76% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its BioAge Labs (BIOA) stake by 0.41% in Q1 2026, selling an estimated $289 and leaving 3,678 shares worth $64.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3623.

Carson Wealth (CWM LLC) first reported a position in BIOA in Q1 2025 and has held it in 5 quarters since. 144 funds tracked by Wall St. Rank hold BIOA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,678 shares of BioAge Labs worth $64.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 15 BioAge Labs shares in Q1 2026, an estimated $289.
  • BioAge Labs made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3623 holding.
  • Carson Wealth (CWM LLC) first reported a position in BioAge Labs in Q1 2025 and has held it in 5 quarters since.
  • 144 funds tracked by Wall St. Rank held BioAge Labs as of Q1 2026.

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