Carson Wealth (CWM LLC)
PASG icon

Carson Wealth (CWM LLC)’s Passage Bio PASG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PASG Stock Details PASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8 Hold
1
– – ﹤0.01% 5649
2025
Q4 		$0 Sell
1
-1
-50% -$9 ﹤0.01% 5565
2025
Q3 		$0 Buy
+2
New +$14 ﹤0.01% 5466
2025
Q2 		– Hold
0
– – – 5252
2025
Q1 		– Hold
0
– – – 5158
2024
Q4 		– Hold
0
– – – 5090
2024
Q3 		– Hold
0
– – – 5061
2024
Q2 		– Hold
0
– – – 4847
2024
Q1 		– Hold
0
– – – 4631
2023
Q4 		– Hold
0
– – – 4417
2023
Q3 		– Hold
0
– – – 4451
2023
Q2 		– Hold
0
– – – 4393
2023
Q1 		– Hold
0
– – – 4272
2022
Q4 		– Hold
0
– – – 4177
2022
Q3 		– Hold
0
– – – 4117
2022
Q2 		– Hold
0
– – – 4022
2022
Q1 		– Hold
0
– – – 3779
2021
Q4 		– Hold
0
– – – 3610

Other funds holding PASG

LCM
Lynx1 Capital Management San Juan, Puerto Rico $633M AUM 173.22% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Passage Bio (PASG) position steady in Q1 2026 at 1 share worth $8. The position accounts for ﹤0.01% of the portfolio, ranked #5649.

Carson Wealth (CWM LLC) first reported a position in PASG in Q3 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold PASG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1 share of Passage Bio worth $8 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Passage Bio share count unchanged in Q1 2026.
  • Passage Bio made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5649 holding.
  • Carson Wealth (CWM LLC) first reported a position in Passage Bio in Q3 2025 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held Passage Bio as of Q1 2026.

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