Carson Wealth (CWM LLC)
RGNX icon

Carson Wealth (CWM LLC)’s Regenxbio RGNX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RGNX Stock Details RGNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$604K Sell
72,115
-1,743
-2% -$18.3K ﹤0.01% 1880
2025
Q4 		$1.06M Buy
73,858
+5,823
+9% +$72.6K ﹤0.01% 1458
2025
Q3 		$657K Buy
68,035
+21,219
+45% +$188K ﹤0.01% 1642
2025
Q2 		$384K Buy
46,816
+20,120
+75% +$168K ﹤0.01% 1720
2025
Q1 		$191K Buy
26,696
+26,271
+6,181% +$195K ﹤0.01% 1950
2024
Q4 		$3K Sell
425
-332
-44% -$3.12K ﹤0.01% 4449
2024
Q3 		$8K Sell
757
-98
-11% -$1.2K ﹤0.01% 3902
2024
Q2 		$10K Buy
855
+324
+61% +$5.04K ﹤0.01% 3561
2024
Q1 		$11K Buy
531
+515
+3,219% +$9.16K ﹤0.01% 3292
2023
Q4 		$0 Buy
+16
New +$282 ﹤0.01% 4462
2023
Q3 		– Sell
-43
Closed -$1K – 4485
2023
Q2 		$1K Buy
43
+37
+617% +$713 ﹤0.01% 4047
2023
Q1 		$0 Sell
6
-169
-97% -$3.74K ﹤0.01% 4301
2022
Q4 		$4K Buy
175
+41
+31% +$927 ﹤0.01% 3323
2022
Q3 		$4K Buy
+134
New +$3.98K ﹤0.01% 3206
2022
Q1 		– Sell
-158
Closed -$5K – 3815
2021
Q4 		$5K Buy
+158
New +$5.38K ﹤0.01% 2752

Other funds holding RGNX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IHAM
Integral Health Asset Management New York $2.53B AUM 154.61% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Regenxbio (RGNX) stake by 2.4% in Q1 2026, selling an estimated $18.3K and leaving 72,115 shares worth $604K. The position accounts for ﹤0.01% of the portfolio, ranked #1880.

Carson Wealth (CWM LLC) first reported a position in RGNX in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.06M in Q4 2025. 178 funds tracked by Wall St. Rank hold RGNX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 72,115 shares of Regenxbio worth $604K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,743 Regenxbio shares in Q1 2026, an estimated $18.3K.
  • Regenxbio made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1880 holding.
  • Carson Wealth (CWM LLC) first reported a position in Regenxbio in Q4 2021 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s Regenxbio position peaked at $1.06M in Q4 2025.
  • 178 funds tracked by Wall St. Rank held Regenxbio as of Q1 2026.

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