Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Biomea Fusion BMEA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BMEA Stock Details BMEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-364
Closed -$1K – 5380
2025
Q3 		$1K Sell
364
-18,369
-98% -$33.6K ﹤0.01% 5084
2025
Q2 		$34K Buy
18,733
+1,845
+11% +$3.55K ﹤0.01% 3546
2025
Q1 		$36K Buy
16,888
+16,681
+8,058% +$56.8K ﹤0.01% 3236
2024
Q4 		$1K Buy
207
+113
+120% +$900 ﹤0.01% 4667
2024
Q3 		$1K Buy
94
+75
+395% +$487 ﹤0.01% 4528
2024
Q2 		$0 Buy
+19
New +$193 ﹤0.01% 4599

Other funds holding BMEA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Aisling Capital Management New York $472M AUM 106.83% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BMEA Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Biomea Fusion (BMEA) in Q4 2025, closing a stake of 364 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in BMEA in Q2 2024 and held it in 6 quarters. The position peaked at $36K in Q1 2025. 60 funds tracked by Wall St. Rank hold BMEA as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Biomea Fusion position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 364 Biomea Fusion shares in Q4 2025, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Biomea Fusion in Q2 2024 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Biomea Fusion position peaked at $36K in Q1 2025.
  • 60 funds tracked by Wall St. Rank held Biomea Fusion as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.