Carson Wealth (CWM LLC)’s Aris Water Solutions ARIS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ARIS Stock Details ARIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-655	Closed	-$16K	–	5361
2025 Q3	$16K	Buy	655 +189	+41%	+$4.38K	﹤0.01%	4240
2025 Q2	$11K	Sell	466 -1,454	-76%	-$35.9K	﹤0.01%	4224
2025 Q1	$62K	Buy	1,920 +1,444	+303%	+$41K	﹤0.01%	2788
2024 Q4	$11K	Buy	476 +24	+5%	+$522	﹤0.01%	3794
2024 Q3	$8K	Buy	452 +51	+13%	+$826	﹤0.01%	3869
2024 Q2	$6K	Buy	401 +294	+275%	+$4.4K	﹤0.01%	3746
2024 Q1	$2K	Buy	+107	New	+$1.09K	﹤0.01%	3928

Other funds holding ARIS

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ARIS Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Aris Water Solutions (ARIS) in Q4 2025, closing a stake of 655 shares — an estimated $16K sold.

Carson Wealth (CWM LLC) first reported a position in ARIS in Q1 2024 and held it in 7 quarters. The position peaked at $62K in Q1 2025. 1 fund tracked by Wall St. Rank holds ARIS as of Q4 2025.

Carson Wealth (CWM LLC) reported no remaining Aris Water Solutions position as of Q4 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 655 Aris Water Solutions shares in Q4 2025, an estimated $16K.
Carson Wealth (CWM LLC) first reported a position in Aris Water Solutions in Q1 2024 and held it in 7 quarters.
Carson Wealth (CWM LLC)'s Aris Water Solutions position peaked at $62K in Q1 2025.
1 fund tracked by Wall St. Rank held Aris Water Solutions as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.