Carson Wealth (CWM LLC)
VERV

Carson Wealth (CWM LLC)’s Verve Therapeutics VERV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VERV Stock Details VERV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,352
Closed -$172K – 5564
2025
Q2 		$172K Sell
15,352
-11,884
-44% -$67.7K ﹤0.01% 2309
2025
Q1 		$124K Buy
27,236
+24,841
+1,037% +$166K ﹤0.01% 2247
2024
Q4 		$14K Buy
2,395
+429
+22% +$2.42K ﹤0.01% 3691
2024
Q3 		$10K Buy
1,966
+1,140
+138% +$6.62K ﹤0.01% 3807
2024
Q2 		$4K Buy
826
+792
+2,329% +$4.98K ﹤0.01% 4012
2024
Q1 		$0 Buy
34
+4
+13% +$53 ﹤0.01% 4781
2023
Q4 		$0 Sell
30
-4
-12% -$50 ﹤0.01% 4542
2023
Q3 		$0 Hold
34
– – ﹤0.01% 4552
2023
Q2 		$1K Hold
34
– – ﹤0.01% 4091
2023
Q1 		$0 Sell
34
-51
-60% -$999 ﹤0.01% 4359
2022
Q4 		$2K Buy
85
+51
+150% +$1.35K ﹤0.01% 3640
2022
Q3 		$1K Hold
34
– – ﹤0.01% 3789
2022
Q2 		$1K Buy
+34
New +$527 ﹤0.01% 3666
2022
Q1 		– Sell
-30
Closed -$1K – 3886
2021
Q4 		$1K Buy
+30
New +$1.26K ﹤0.01% 3395

Other funds holding VERV

GCM
Greenland Capital Management New York $787M AUM 40.68% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VERV Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Verve Therapeutics (VERV) in Q3 2025, closing a stake of 15,352 shares — an estimated $172K sold.

Carson Wealth (CWM LLC) first reported a position in VERV in Q4 2021 and held it in 14 quarters. The position peaked at $172K in Q2 2025. 6 funds tracked by Wall St. Rank hold VERV as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Verve Therapeutics position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 15,352 Verve Therapeutics shares in Q3 2025, an estimated $172K.
  • Carson Wealth (CWM LLC) first reported a position in Verve Therapeutics in Q4 2021 and held it in 14 quarters.
  • Carson Wealth (CWM LLC)'s Verve Therapeutics position peaked at $172K in Q2 2025.
  • 6 funds tracked by Wall St. Rank held Verve Therapeutics as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.