Carson Wealth (CWM LLC)
VIA

Carson Wealth (CWM LLC)’s Via Transportation Inc VIA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VIA Stock Details VIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$171K Buy
11,401
+11,367
+33,432% +$227K ﹤0.01% 2856
2025
Q4 		$1K Buy
+34
New +$1.4K ﹤0.01% 5337

Other funds holding VIA

ENV
Exor N.V. Amsterdam, Netherlands $5.38B AUM 6.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ICP
ION Crossover Partners Herzliya Pituach, Israel $36.9M AUM
KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Via Transportation Inc (VIA) stake by 33,432% in Q1 2026, buying an estimated $227K and bringing the position to 11,401 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #2856.

Carson Wealth (CWM LLC) first reported a position in VIA in Q4 2025 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold VIA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,401 shares of Via Transportation Inc worth $171K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 11,367 Via Transportation Inc shares in Q1 2026, an estimated $227K.
  • Via Transportation Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2856 holding.
  • Carson Wealth (CWM LLC) first reported a position in Via Transportation Inc in Q4 2025 and has held it in 2 quarters since.
  • 129 funds tracked by Wall St. Rank held Via Transportation Inc as of Q1 2026.

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