Carson Wealth (CWM LLC)
CDIO icon

Carson Wealth (CWM LLC)’s Cardio Diagnostics CDIO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CDIO Stock Details CDIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-116
Closed – – 5402
2025
Q3 		$0 Hold
116
– – ﹤0.01% 5292
2025
Q2 		$0 Hold
116
– – ﹤0.01% 5132
2025
Q1 		$1K Hold
116
– – ﹤0.01% 4873
2024
Q4 		$3K Buy
+116
New +$1.61K ﹤0.01% 4387

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Cardio Diagnostics (CDIO) in Q4 2025, closing a stake of 116 shares.

Carson Wealth (CWM LLC) first reported a position in CDIO in Q4 2024 and held it in 4 quarters. The position peaked at $3K in Q4 2024. 16 funds tracked by Wall St. Rank hold CDIO as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Cardio Diagnostics position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 116 Cardio Diagnostics shares in Q4 2025.
  • Carson Wealth (CWM LLC) first reported a position in Cardio Diagnostics in Q4 2024 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s Cardio Diagnostics position peaked at $3K in Q4 2024.
  • 16 funds tracked by Wall St. Rank held Cardio Diagnostics as of Q4 2025.

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