Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Ginkgo Bioworks DNA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DNA Stock Details DNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$104K Buy
16,900
+6,596
+64% +$54.9K ﹤0.01% 3238
2025
Q4 		$86K Sell
10,304
-645
-6% -$6.95K ﹤0.01% 3183
2025
Q3 		$160K Sell
10,949
-425
-4% -$5.09K ﹤0.01% 2613
2025
Q2 		$128K Sell
11,374
-900
-7% -$6.97K ﹤0.01% 2512
2025
Q1 		$70K Buy
12,274
+10,675
+668% +$109K ﹤0.01% 2702
2024
Q4 		$16K Buy
1,599
+1,233
+337% +$10.6K ﹤0.01% 3573
2024
Q3 		$3K Buy
366
+313
+591% +$3.14K ﹤0.01% 4260
2024
Q2 		$1K Buy
53
+9
+20% +$269 ﹤0.01% 4358
2024
Q1 		$2K Sell
44
-16
-27% -$828 ﹤0.01% 3959
2023
Q4 		$4K Sell
60
-266
-82% -$16.3K ﹤0.01% 3586
2023
Q3 		$24K Buy
326
+32
+11% +$2.56K ﹤0.01% 2556
2023
Q2 		$22K Buy
294
+283
+2,573% +$16.8K ﹤0.01% 2565
2023
Q1 		$1K Sell
11
-56
-84% -$3.55K ﹤0.01% 3811
2022
Q4 		$5K Buy
67
+56
+509% +$5.15K ﹤0.01% 3152
2022
Q3 		$1K Sell
11
-3
-21% -$358 ﹤0.01% 3630
2022
Q2 		$1K Buy
+14
New +$1.71K ﹤0.01% 3524
2022
Q1 		– Sell
-14
Closed -$5K – 3586
2021
Q4 		$5K Buy
+14
New +$6.65K ﹤0.01% 2706

Other funds holding DNA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACG
Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.18B AUM 27.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Ginkgo Bioworks (DNA) stake by 64% in Q1 2026, buying an estimated $54.9K and bringing the position to 16,900 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #3238.

Carson Wealth (CWM LLC) first reported a position in DNA in Q4 2021 and has held it in 17 quarters since. The position peaked at $160K in Q3 2025. 174 funds tracked by Wall St. Rank hold DNA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 16,900 shares of Ginkgo Bioworks worth $104K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,596 Ginkgo Bioworks shares in Q1 2026, an estimated $54.9K.
  • Ginkgo Bioworks made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3238 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ginkgo Bioworks in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Ginkgo Bioworks position peaked at $160K in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Ginkgo Bioworks as of Q1 2026.

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