Carson Wealth (CWM LLC)
GBIO

Carson Wealth (CWM LLC)’s Generation Bio GBIO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GBIO Stock Details GBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1
Closed – – 5729
2025
Q4 		$0 Sell
1
-7
-88% -$40 ﹤0.01% 5457
2025
Q3 		$0 Sell
8
-657
-99% -$3.4K ﹤0.01% 5371
2025
Q2 		$2K Sell
665
-170
-20% -$655 ﹤0.01% 4881
2025
Q1 		$3K Buy
835
+805
+2,683% +$5.66K ﹤0.01% 4622
2024
Q4 		$0 Buy
30
+25
+500% +$446 ﹤0.01% 4992
2024
Q3 		$0 Buy
5
+2
+67% +$53 ﹤0.01% 4929
2024
Q2 		$0 Buy
+3
New +$97 ﹤0.01% 4708
2024
Q1 		– Hold
0
– – – 4468

Other funds holding GBIO

ACM
Accent Capital Management Centerville, Ohio $231M AUM 33.86% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Generation Bio (GBIO) in Q1 2026, closing a stake of 1 share.

Carson Wealth (CWM LLC) first reported a position in GBIO in Q2 2024 and held it in 7 quarters. The position peaked at $3K in Q1 2025. 2 funds tracked by Wall St. Rank hold GBIO as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Generation Bio position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1 Generation Bio share in Q1 2026.
  • Carson Wealth (CWM LLC) first reported a position in Generation Bio in Q2 2024 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s Generation Bio position peaked at $3K in Q1 2025.
  • 2 funds tracked by Wall St. Rank held Generation Bio as of Q1 2026.

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