Carson Wealth (CWM LLC)
NAGE

Carson Wealth (CWM LLC)’s Niagen Bioscience NAGE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NAGE Stock Details NAGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$186K Buy
42,219
+33,683
+395% +$182K ﹤0.01% 2792
2025
Q4 		$54K Sell
8,536
-17,822
-68% -$124K ﹤0.01% 3559
2025
Q3 		$246K Buy
26,358
+10,397
+65% +$105K ﹤0.01% 2282
2025
Q2 		$230K Buy
15,961
+9,281
+139% +$91.6K ﹤0.01% 2056
2025
Q1 		$46K Buy
6,680
+6,611
+9,581% +$41.5K ﹤0.01% 3060
2024
Q4 		$0 Sell
69
-25
-27% -$137 ﹤0.01% 5229
2024
Q3 		$0 Buy
+94
New +$296 ﹤0.01% 5227
2019
Q1 		– Sell
-20
Closed – – 3317
2018
Q4 		$0 Buy
+20
New +$69 ﹤0.01% 2274
2018
Q1 		– Sell
-1,000
Closed -$6K – 1557
2017
Q4 		$6K Buy
+1,000
New +$5.4K ﹤0.01% 1049

Other funds holding NAGE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Niagen Bioscience (NAGE) stake by 395% in Q1 2026, buying an estimated $182K and bringing the position to 42,219 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #2792.

Carson Wealth (CWM LLC) first reported a position in NAGE in Q4 2017 and has held it in 9 quarters since. The position peaked at $246K in Q3 2025. 143 funds tracked by Wall St. Rank hold NAGE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 42,219 shares of Niagen Bioscience worth $186K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 33,683 Niagen Bioscience shares in Q1 2026, an estimated $182K.
  • Niagen Bioscience made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2792 holding.
  • Carson Wealth (CWM LLC) first reported a position in Niagen Bioscience in Q4 2017 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Niagen Bioscience position peaked at $246K in Q3 2025.
  • 143 funds tracked by Wall St. Rank held Niagen Bioscience as of Q1 2026.

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