Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Veru VERU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VERU Stock Details VERU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4
Closed – – 5662
2025
Q3 		$0 Sell
4
-244
-98% -$1.05K ﹤0.01% 5565
2025
Q2 		$1K Sell
248
-107
-30% -$601 ﹤0.01% 5085
2025
Q1 		$2K Buy
355
+279
+367% +$1.73K ﹤0.01% 4825
2024
Q4 		$0 Sell
76
-49
-39% -$364 ﹤0.01% 5185
2024
Q3 		$1K Buy
125
+55
+79% +$474 ﹤0.01% 4740
2024
Q2 		$1K Hold
70
– – ﹤0.01% 4512
2024
Q1 		$0 Hold
70
– – ﹤0.01% 4782
2023
Q4 		$1K Buy
+70
New +$621 ﹤0.01% 4059
2022
Q2 		– Sell
-16
Closed -$1K – 4113
2022
Q1 		$1K Buy
+16
New +$869 ﹤0.01% 3428

Other funds holding VERU

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VERU Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Veru (VERU) in Q4 2025, closing a stake of 4 shares.

Carson Wealth (CWM LLC) first reported a position in VERU in Q1 2022 and held it in 9 quarters. The position peaked at $2K in Q1 2025. 53 funds tracked by Wall St. Rank hold VERU as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Veru position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 4 Veru shares in Q4 2025.
  • Carson Wealth (CWM LLC) first reported a position in Veru in Q1 2022 and held it in 9 quarters.
  • Carson Wealth (CWM LLC)'s Veru position peaked at $2K in Q1 2025.
  • 53 funds tracked by Wall St. Rank held Veru as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.