Carson Wealth (CWM LLC)
CBUS icon

Carson Wealth (CWM LLC)’s Cibus CBUS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CBUS Stock Details CBUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-83
Closed – – 5399
2025
Q3 		$0 Sell
83
-1,097
-93% -$1.59K ﹤0.01% 5290
2025
Q2 		$2K Sell
1,180
-1,906
-62% -$3.88K ﹤0.01% 4855
2025
Q1 		$6K Buy
3,086
+2,322
+304% +$5.44K ﹤0.01% 4343
2024
Q4 		$2K Buy
764
+738
+2,838% +$2.86K ﹤0.01% 4509
2024
Q3 		$0 Buy
+26
New +$188 ﹤0.01% 4855

Other funds holding CBUS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VCG
Vantage Consulting Group Virginia Beach, Virginia $19.7M AUM 280.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GCM
Granby Capital Management Miami Beach, Florida $174M AUM 13.42% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Cibus (CBUS) in Q4 2025, closing a stake of 83 shares.

Carson Wealth (CWM LLC) first reported a position in CBUS in Q3 2024 and held it in 5 quarters. The position peaked at $6K in Q1 2025. 50 funds tracked by Wall St. Rank hold CBUS as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Cibus position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 83 Cibus shares in Q4 2025.
  • Carson Wealth (CWM LLC) first reported a position in Cibus in Q3 2024 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s Cibus position peaked at $6K in Q1 2025.
  • 50 funds tracked by Wall St. Rank held Cibus as of Q4 2025.

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