Carson Wealth (CWM LLC)
YB

Carson Wealth (CWM LLC)’s Yuanbao Inc YB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio YB Stock Details YB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$53 Buy
+3
New +$59 ﹤0.01% 5601

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UBS Group
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Royal Bank of Canada
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National Bank of Canada
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Carson Wealth (CWM LLC)'s YB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Yuanbao Inc (YB) in Q1 2026: 3 shares worth $53. The stake represents ﹤0.01% of the portfolio and ranks #5601 among its holdings.

17 funds tracked by Wall St. Rank hold YB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3 shares of Yuanbao Inc worth $53 as of Q1 2026.
  • Yuanbao Inc was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Yuanbao Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5601 holding.
  • 17 funds tracked by Wall St. Rank held Yuanbao Inc as of Q1 2026.

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