Carson Wealth (CWM LLC)
BOLD

Carson Wealth (CWM LLC)’s Boundless Bio BOLD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BOLD Stock Details BOLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9 Sell
8
-1
-11% -$1 ﹤0.01% 5646
2025
Q4 		$0 Sell
9
-6
-40% -$7 ﹤0.01% 5698
2025
Q3 		$0 Sell
15
-547
-97% -$631 ﹤0.01% 5601
2025
Q2 		$1K Buy
562
+132
+31% +$175 ﹤0.01% 5093
2025
Q1 		$1K Buy
430
+334
+348% +$692 ﹤0.01% 5019
2024
Q4 		$0 Sell
96
-36
-27% -$105 ﹤0.01% 5212
2024
Q3 		$0 Buy
+132
New +$478 ﹤0.01% 5213

Other funds holding BOLD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SAM
Sectoral Asset Management Montreal, Quebec, Canada $121M AUM 73.47% 1-Year Est. Return
SCM
Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Boundless Bio (BOLD) stake by 11% in Q1 2026, selling an estimated $1 and leaving 8 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #5646.

Carson Wealth (CWM LLC) first reported a position in BOLD in Q3 2024 and has held it in 7 quarters since. The position peaked at $1K in Q2 2025. 36 funds tracked by Wall St. Rank hold BOLD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8 shares of Boundless Bio worth $9 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1 Boundless Bio share in Q1 2026, an estimated $1.
  • Boundless Bio made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5646 holding.
  • Carson Wealth (CWM LLC) first reported a position in Boundless Bio in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Boundless Bio position peaked at $1K in Q2 2025.
  • 36 funds tracked by Wall St. Rank held Boundless Bio as of Q1 2026.

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