Carson Wealth (CWM LLC)
AEG icon

Carson Wealth (CWM LLC)’s Aegon AEG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AEG Stock Details AEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$84.6K Sell
11,651
-23,764
-67% -$177K ﹤0.01% 3408
2025
Q4 		$273K Buy
35,415
+29,648
+514% +$227K ﹤0.01% 2315
2025
Q3 		$46K Buy
5,767
+2,687
+87% +$20.1K ﹤0.01% 3594
2025
Q2 		$22K Sell
3,080
-192
-6% -$1.28K ﹤0.01% 3835
2025
Q1 		$22K Sell
3,272
-492
-13% -$3.15K ﹤0.01% 3589
2024
Q4 		$22K Sell
3,764
-2,306
-38% -$14.5K ﹤0.01% 3361
2024
Q3 		$39K Buy
6,070
+345
+6% +$2.13K ﹤0.01% 2876
2024
Q2 		$35K Buy
5,725
+2,606
+84% +$16.5K ﹤0.01% 2712
2024
Q1 		$19K Buy
3,119
+956
+44% +$5.57K ﹤0.01% 2926
2023
Q4 		$12K Sell
2,163
-298
-12% -$1.55K ﹤0.01% 3062
2023
Q3 		$12K Buy
2,461
+829
+51% +$4.27K ﹤0.01% 3020
2023
Q2 		$8K Buy
1,632
+664
+69% +$3.04K ﹤0.01% 3178
2023
Q1 		$4K Sell
968
-39
-4% -$197 ﹤0.01% 3347
2022
Q4 		$5K Buy
1,007
+503
+100% +$2.33K ﹤0.01% 3136
2022
Q3 		$2K Buy
504
+220
+77% +$958 ﹤0.01% 3403
2022
Q2 		$1K Buy
+284
New +$1.41K ﹤0.01% 3473
2022
Q1 		– Sell
-1,287
Closed -$6K – 3491
2021
Q4 		$6K Buy
+1,287
New +$6.02K ﹤0.01% 2601
2018
Q1 		– Sell
-526
Closed -$3K – 1386
2017
Q4 		$3K Buy
+526
New +$2.56K ﹤0.01% 1179

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Aegon (AEG) stake by 67% in Q1 2026, selling an estimated $177K and leaving 11,651 shares worth $84.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3408.

Carson Wealth (CWM LLC) first reported a position in AEG in Q4 2017 and has held it in 18 quarters since. The position peaked at $273K in Q4 2025. 290 funds tracked by Wall St. Rank hold AEG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,651 shares of Aegon worth $84.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 23,764 Aegon shares in Q1 2026, an estimated $177K.
  • Aegon made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3408 holding.
  • Carson Wealth (CWM LLC) first reported a position in Aegon in Q4 2017 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Aegon position peaked at $273K in Q4 2025.
  • 290 funds tracked by Wall St. Rank held Aegon as of Q1 2026.

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