Carson Wealth (CWM LLC)
BTMD icon

Carson Wealth (CWM LLC)’s Biote Corp BTMD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BTMD Stock Details BTMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.66K Buy
4,193
+2,572
+159% +$5.17K ﹤0.01% 4980
2025
Q4 		$4K Sell
1,621
-2,513
-61% -$6.87K ﹤0.01% 4871
2025
Q3 		$12K Sell
4,134
-4,540
-52% -$16.2K ﹤0.01% 4384
2025
Q2 		$35K Buy
8,674
+7,850
+953% +$29K ﹤0.01% 3526
2025
Q1 		$3K Buy
824
+678
+464% +$3.23K ﹤0.01% 4601
2024
Q4 		$1K Buy
146
+82
+128% +$476 ﹤0.01% 4670
2024
Q3 		$0 Buy
64
+32
+100% +$214 ﹤0.01% 4845
2024
Q2 		$0 Buy
32
+29
+967% +$179 ﹤0.01% 4606
2024
Q1 		$0 Buy
+3
New +$15 ﹤0.01% 4337

Other funds holding BTMD

3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Biote Corp (BTMD) stake by 159% in Q1 2026, buying an estimated $5.17K and bringing the position to 4,193 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #4980.

Carson Wealth (CWM LLC) first reported a position in BTMD in Q1 2024 and has held it in 9 quarters since. The position peaked at $35K in Q2 2025. 84 funds tracked by Wall St. Rank hold BTMD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,193 shares of Biote Corp worth $5.66K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,572 Biote Corp shares in Q1 2026, an estimated $5.17K.
  • Biote Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4980 holding.
  • Carson Wealth (CWM LLC) first reported a position in Biote Corp in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Biote Corp position peaked at $35K in Q2 2025.
  • 84 funds tracked by Wall St. Rank held Biote Corp as of Q1 2026.

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