Carson Wealth (CWM LLC)’s Longeveron LGVN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3	Hold	3	–	–	﹤0.01%	5660
2025 Q4	$0	Hold	3	–	–	﹤0.01%	5511
2025 Q3	$0	Hold	3	–	–	﹤0.01%	5418
2025 Q2	$0	Buy	+3	New	+$4	﹤0.01%	5217

Other funds holding LGVN

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ACM

ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

Carson Wealth (CWM LLC) held its Longeveron (LGVN) position steady in Q1 2026 at 3 shares worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #5660.

Carson Wealth (CWM LLC) first reported a position in LGVN in Q2 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold LGVN as of Q1 2026.

Carson Wealth (CWM LLC) held 3 shares of Longeveron worth $3 as of Q1 2026.
Carson Wealth (CWM LLC) left its Longeveron share count unchanged in Q1 2026.
Longeveron made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5660 holding.
Carson Wealth (CWM LLC) first reported a position in Longeveron in Q2 2025 and has held it in 4 quarters since.
31 funds tracked by Wall St. Rank held Longeveron as of Q1 2026.

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