Carson Wealth (CWM LLC)
LVO icon

Carson Wealth (CWM LLC)’s LiveOne LVO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LVO Stock Details LVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12
Closed – – 5517
2025
Q3 		$0 Sell
12
-268
-96% -$1.66K ﹤0.01% 5422
2025
Q2 		$2K Buy
280
+191
+215% +$1.42K ﹤0.01% 4894
2025
Q1 		$1K Buy
89
+73
+456% +$719 ﹤0.01% 4932
2024
Q4 		$0 Sell
16
-13
-45% -$113 ﹤0.01% 5048
2024
Q3 		$0 Buy
+29
New +$437 ﹤0.01% 4997

Other funds holding LVO

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LVO Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of LiveOne (LVO) in Q4 2025, closing a stake of 12 shares.

Carson Wealth (CWM LLC) first reported a position in LVO in Q3 2024 and held it in 5 quarters. The position peaked at $2K in Q2 2025. 30 funds tracked by Wall St. Rank hold LVO as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining LiveOne position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 12 LiveOne shares in Q4 2025.
  • Carson Wealth (CWM LLC) first reported a position in LiveOne in Q3 2024 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s LiveOne position peaked at $2K in Q2 2025.
  • 30 funds tracked by Wall St. Rank held LiveOne as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.