Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Neurogene NGNE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NGNE Stock Details NGNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.8K Buy
1,030
+876
+569% +$17K ﹤0.01% 4387
2025
Q4 		$3K Sell
154
-20
-11% -$498 ﹤0.01% 4994
2025
Q3 		$3K Buy
174
+22
+14% +$442 ﹤0.01% 4914
2025
Q2 		$2K Buy
152
+119
+361% +$1.87K ﹤0.01% 4903
2025
Q1 		$0 Buy
33
+31
+1,550% +$538 ﹤0.01% 5146
2024
Q4 		$0 Sell
2
-2
-50% -$74 ﹤0.01% 5071
2024
Q3 		$0 Buy
+4
New +$155 ﹤0.01% 5035

Other funds holding NGNE

SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
TECP
Trails Edge Capital Partners Atlanta, Georgia $437M AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Neurogene (NGNE) stake by 569% in Q1 2026, buying an estimated $17K and bringing the position to 1,030 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4387.

Carson Wealth (CWM LLC) first reported a position in NGNE in Q3 2024 and has held it in 7 quarters since. 96 funds tracked by Wall St. Rank hold NGNE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,030 shares of Neurogene worth $20.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 876 Neurogene shares in Q1 2026, an estimated $17K.
  • Neurogene made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4387 holding.
  • Carson Wealth (CWM LLC) first reported a position in Neurogene in Q3 2024 and has held it in 7 quarters since.
  • 96 funds tracked by Wall St. Rank held Neurogene as of Q1 2026.

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