Carson Wealth (CWM LLC)
LNAI

Carson Wealth (CWM LLC)’s Lunai Bioworks LNAI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LNAI Stock Details LNAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3
Closed – – 5496
2025
Q2 		$0 Sell
3
-3
-50% -$84 ﹤0.01% 5271
2025
Q1 		$0 Buy
6
+3
+100% +$192 ﹤0.01% 5174
2024
Q4 		$0 Buy
3
+1
+50% +$66 ﹤0.01% 5112
2024
Q3 		$0 Buy
+2
New +$139 ﹤0.01% 5095

Other funds holding LNAI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Lunai Bioworks (LNAI) in Q3 2025, closing a stake of 3 shares.

Carson Wealth (CWM LLC) first reported a position in LNAI in Q3 2024 and held it in 4 quarters. The position peaked at $0 in Q2 2025. 20 funds tracked by Wall St. Rank hold LNAI as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Lunai Bioworks position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3 Lunai Bioworks shares in Q3 2025.
  • Carson Wealth (CWM LLC) first reported a position in Lunai Bioworks in Q3 2024 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s Lunai Bioworks position peaked at $0 in Q2 2025.
  • 20 funds tracked by Wall St. Rank held Lunai Bioworks as of Q3 2025.

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