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GAIA, Inc.'s reporting persons—Carson, LLC; Momentis, LLC; Carson Group, Inc.; Omani R. Carson Living Trust; Jeanine M. Carson Living Trust; Omani R. Carson; and Jeanine M. Carson—reported beneficial ownership of 1,017,066 shares of Class A common stock, equal to 5.1% of the class. The percentage is based on 20,025,793 shares reported as issued and outstanding on the cover of GAIA's Form 10-Q for the quarter ended June 30, 2026.
Key Figures
Beneficial ownership:1,017,066 sharesPercent of class:5.1%Shares outstanding:20,025,793 shares
3 metrics
Beneficial ownership1,017,066 sharesGAIA Class A common stock
Percent of class5.1%Based on shares reported as issued and outstanding for the quarter ended June 30, 2026
Shares outstanding20,025,793 sharesGAIA Class A common stock; quarter ended June 30, 2026
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Shared Voting Powerregulatory
"Shared Voting Power 1,017,066.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
Shared Dispositive Powerregulatory
"Shared Dispositive Power 1,017,066.00"
Joint Filing Agreementregulatory
"Joint Filing Agreement, dated October 29, 2026"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
How many GAIA shares did the reporting persons beneficially own?
The reporting persons reported beneficial ownership of 1,017,066 GAIA Class A common shares, equal to 5.1% of the class. The percentage uses 20,025,793 shares reported as issued and outstanding on the cover of the Form 10-Q for the quarter ended June 30, 2026.
What voting and disposition power did the GAIA reporting persons report?
They reported shared voting power and shared dispositive power over 1,017,066 shares, with zero sole voting power and zero sole dispositive power.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
GAIA, INC.
(Name of Issuer)
CLASS A COMMON STOCK
(Title of Class of Securities)
36269P104
(CUSIP Number)
10/27/2026
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
36269P104
1
Names of Reporting Persons
Carson, LLC
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
NEBRASKA
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
1,017,066.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
1,017,066.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,017,066.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.1 %
12
Type of Reporting Person (See Instructions)
PN
Comment for Type of Reporting Person: Box 11 - Based on 20,025,793 shares of Class A common stock reported as issued and outstanding on the cover of the Issuers Quarterly Report on Form 10-Q for the quarter ended June 30, 2026, as filed with the Securities and Exchange Commission.
SCHEDULE 13G
CUSIP Number(s):
36269P104
1
Names of Reporting Persons
Momentis, LLC
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
1,017,066.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
1,017,066.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,017,066.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.1 %
12
Type of Reporting Person (See Instructions)
PN
Comment for Type of Reporting Person: Box 11 - Based on 20,025,793 shares of Class A common stock reported as issued and outstanding on the cover of the Issuers Quarterly Report on Form 10-Q for the quarter ended June 30, 2026, as filed with the Securities and Exchange Commission.
SCHEDULE 13G
CUSIP Number(s):
36269P104
1
Names of Reporting Persons
Carson Group, Inc.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
NEBRASKA
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
1,017,066.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
1,017,066.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,017,066.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.1 %
12
Type of Reporting Person (See Instructions)
CO
Comment for Type of Reporting Person: Box 11 - Based on 20,025,793 shares of Class A common stock reported as issued and outstanding on the cover of the Issuers Quarterly Report on Form 10-Q for the quarter ended June 30, 2026, as filed with the Securities and Exchange Commission.
SCHEDULE 13G
CUSIP Number(s):
36269P104
1
Names of Reporting Persons
Omani R. Carson Living Trust
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
NEBRASKA
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
1,017,066.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
1,017,066.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,017,066.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.1 %
12
Type of Reporting Person (See Instructions)
OO
Comment for Type of Reporting Person: Box 11 - Based on 20,025,793 shares of Class A common stock reported as issued and outstanding on the cover of the Issuers Quarterly Report on Form 10-Q for the quarter ended June 30, 2026, as filed with the Securities and Exchange Commission.
SCHEDULE 13G
CUSIP Number(s):
36269P104
1
Names of Reporting Persons
Jeanine M. Carson Living Trust
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
NEBRASKA
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
1,017,066.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
1,017,066.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,017,066.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.1 %
12
Type of Reporting Person (See Instructions)
OO
Comment for Type of Reporting Person: Box 11 - Based on 20,025,793 shares of Class A common stock reported as issued and outstanding on the cover of the Issuers Quarterly Report on Form 10-Q for the quarter ended June 30, 2026, as filed with the Securities and Exchange Commission.
SCHEDULE 13G
CUSIP Number(s):
36269P104
1
Names of Reporting Persons
Omani R. Carson
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
NEBRASKA
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
1,017,066.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
1,017,066.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,017,066.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.1 %
12
Type of Reporting Person (See Instructions)
IN
Comment for Type of Reporting Person: Box 11 - Based on 20,025,793 shares of Class A common stock reported as issued and outstanding on the cover of the Issuers Quarterly Report on Form 10-Q for the quarter ended June 30, 2026, as filed with the Securities and Exchange Commission.
SCHEDULE 13G
CUSIP Number(s):
36269P104
1
Names of Reporting Persons
Jeanine M. Carson
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
NEBRASKA
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
1,017,066.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
1,017,066.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,017,066.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.1 %
12
Type of Reporting Person (See Instructions)
IN
Comment for Type of Reporting Person: Box 11 - Based on 20,025,793 shares of Class A common stock reported as issued and outstanding on the cover of the Issuers Quarterly Report on Form 10-Q for the quarter ended June 30, 2026, as filed with the Securities and Exchange Commission.
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
GAIA, INC.
(b)
Address of issuer's principal executive offices:
833 West South Boulder Road, Louisville, Colorado 80027
Item 2.
(a)
Name of person filing:
Carson, LLC;
Momentis, LLC;
Carson Group, Inc.;
Omani R. Carson Living Trust;
Jeanine M. Carson Living Trust;
Omani R. Carson;
Jeanine M. Carson
(b)
Address or principal business office or, if none, residence:
Carson, LLC;
14600 Branch Street
Omaha, Nebraska 68154
Momentis, LLC;
14600 Branch Street
Omaha, Nebraska 68154
Carson Group, Inc.;
14600 Branch Street
Omaha, Nebraska 68154
Omani R. Carson Living Trust;
14600 Branch Street
Omaha, Nebraska 68154
Jeanine M. Carson Living Trust;
14600 Branch Street
Omaha, Nebraska 68154
Omani R. Carson;
14600 Branch Street
Omaha, Nebraska 68154
Jeanine M. Carson
14600 Branch Street
Omaha, Nebraska 68154
(c)
Citizenship:
Carson, LLC - A Nebraska limited liability company;
Momentis, LLC - A Delaware limited liability company;
Carson Group, Inc.; - A Nebraska corporation;
Omani R. Carson Living Trust - A Nebraska trust;
Jeanine M. Carson Living Trust - A Nebraska trust;
Omani R. Carson - A Nebraska resident;
Jeanine M. Carson - A Nebraska resident
(d)
Title of class of securities:
CLASS A COMMON STOCK
(e)
CUSIP Number(s):
36269P104
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
1,017,066
(b)
Percent of class:
5.1% - Based on 20,025,793 shares of Class A common stock reported as issued and outstanding on the cover of the Issuers Quarterly Report on Form 10-Q for the quarter ended June 30, 2026, as filed with the Securities and Exchange Commission.
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
0
(ii) Shared power to vote or to direct the vote:
1,017,066
(iii) Sole power to dispose or to direct the disposition of:
0
(iv) Shared power to dispose or to direct the disposition of:
1,017,066
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
Not Applicable
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
Carson, LLC
Signature:
/s/ Aaron Schaben
Name/Title:
CEO and President
Date:
10/29/2026
Momentis, LLC
Signature:
/s/ Aaron Schaben
Name/Title:
CEO and President
Date:
10/29/2026
Carson Group, Inc.
Signature:
/s/ Aaron Schaben
Name/Title:
Vice President
Date:
10/29/2026
Omani R. Carson Living Trust
Signature:
/s/ Omani R. Carson
Name/Title:
Trustee
Date:
10/29/2026
Jeanine M. Carson Living Trust
Signature:
/s/ Jeanine M. Carson
Name/Title:
Trustee
Date:
10/29/2026
Omani R. Carson
Signature:
/s/ Omani R. Carson
Name/Title:
Self
Date:
10/29/2026
Jeanine M. Carson
Signature:
/s/ Jeanine M. Carson
Name/Title:
Self
Date:
10/29/2026
Exhibit Information
99.1 Joint Filing Agreement, dated October 29, 2026, as required by Rule 13d-1(k)(1) under the Securities Exchange Act of 1934, as amended.
