Carson Wealth (CWM LLC)’s IGM Biosciences IGMS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IGMS Stock Details IGMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-11,268	Closed	-$13K	–	5397
2025 Q2	$13K	Sell	11,268 -4,329	-28%	-$5.29K	﹤0.01%	4162
2025 Q1	$18K	Buy	15,597 +15,462	+11,453%	+$28.8K	﹤0.01%	3753
2024 Q4	$1K	Buy	135 +118	+694%	+$1.4K	﹤0.01%	4722
2024 Q3	$0	Buy	17 +8	+89%	+$88	﹤0.01%	4965
2024 Q2	$0	Buy	9 +8	+800%	+$68	﹤0.01%	4736
2024 Q1	$0	Buy	+1	New	+$12	﹤0.01%	4507

Other funds holding IGMS

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IGMS Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of IGM Biosciences (IGMS) in Q3 2025, closing a stake of 11,268 shares — an estimated $13K sold.

Carson Wealth (CWM LLC) first reported a position in IGMS in Q1 2024 and held it in 6 quarters. The position peaked at $18K in Q1 2025. 1 fund tracked by Wall St. Rank holds IGMS as of Q3 2025.

Carson Wealth (CWM LLC) reported no remaining IGM Biosciences position as of Q3 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 11,268 IGM Biosciences shares in Q3 2025, an estimated $13K.
Carson Wealth (CWM LLC) first reported a position in IGM Biosciences in Q1 2024 and held it in 6 quarters.
Carson Wealth (CWM LLC)'s IGM Biosciences position peaked at $18K in Q1 2025.
1 fund tracked by Wall St. Rank held IGM Biosciences as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.