Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Metagenomi Therapeutics MGX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MGX Stock Details MGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34 Sell
25
-7
-22% -$11 ﹤0.01% 5617
2025
Q4 		$0 Sell
32
-1
-3% -$2 ﹤0.01% 5692
2025
Q3 		$0 Sell
33
-1,626
-98% -$3.3K ﹤0.01% 5595
2025
Q2 		$2K Sell
1,659
-129
-7% -$202 ﹤0.01% 4948
2025
Q1 		$2K Buy
1,788
+99
+6% +$236 ﹤0.01% 4836
2024
Q4 		$6K Buy
1,689
+1,601
+1,819% +$3.86K ﹤0.01% 4161
2024
Q3 		$0 Buy
+88
New +$305 ﹤0.01% 5207

Other funds holding MGX

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCM
Catalio Capital Management New York $479M AUM 140.7% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PVI
Pura Vida Investments New York $14.9M AUM 38.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Metagenomi Therapeutics (MGX) stake by 22% in Q1 2026, selling an estimated $11 and leaving 25 shares worth $34. The position accounts for ﹤0.01% of the portfolio, ranked #5617.

Carson Wealth (CWM LLC) first reported a position in MGX in Q3 2024 and has held it in 7 quarters since. The position peaked at $6K in Q4 2024. 48 funds tracked by Wall St. Rank hold MGX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 25 shares of Metagenomi Therapeutics worth $34 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 7 Metagenomi Therapeutics shares in Q1 2026, an estimated $11.
  • Metagenomi Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5617 holding.
  • Carson Wealth (CWM LLC) first reported a position in Metagenomi Therapeutics in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Metagenomi Therapeutics position peaked at $6K in Q4 2024.
  • 48 funds tracked by Wall St. Rank held Metagenomi Therapeutics as of Q1 2026.

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