Carson Wealth (CWM LLC)
BGC icon

Carson Wealth (CWM LLC)’s BGC Group BGC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$65.6K Sell
6,711
-171
-2% -$1.58K ﹤0.01% 3608
2025
Q4 		$61K Sell
6,882
-9,580
-58% -$86.3K ﹤0.01% 3444
2025
Q3 		$156K Buy
16,462
+431
+3% +$4.32K ﹤0.01% 2633
2025
Q2 		$164K Buy
16,031
+11,069
+223% +$102K ﹤0.01% 2344
2025
Q1 		$46K Buy
4,962
+1,035
+26% +$9.7K ﹤0.01% 3044
2024
Q4 		$36K Sell
3,927
-504
-11% -$4.86K ﹤0.01% 3018
2024
Q3 		$41K Buy
4,431
+1,168
+36% +$10.9K ﹤0.01% 2836
2024
Q2 		$27K Buy
3,263
+464
+17% +$3.82K ﹤0.01% 2908
2024
Q1 		$22K Buy
2,799
+69
+3% +$512 ﹤0.01% 2817
2023
Q4 		$20K Hold
2,730
– – ﹤0.01% 2764
2023
Q3 		$14K Hold
2,730
– – ﹤0.01% 2908
2023
Q2 		$12K Sell
2,730
-104
-4% -$461 ﹤0.01% 2965
2023
Q1 		$15K Hold
2,834
– – ﹤0.01% 2678
2022
Q4 		$11K Hold
2,834
– – ﹤0.01% 2736
2022
Q3 		$9K Hold
2,834
– – ﹤0.01% 2730
2022
Q2 		$10K Buy
+2,834
New +$9.88K ﹤0.01% 2565
2022
Q1 		– Sell
-26
Closed – – 3527
2021
Q4 		$0 Buy
+26
New +$130 ﹤0.01% 3493
2019
Q1 		– Sell
-312
Closed -$2K – 2946
2018
Q4 		$2K Buy
312
+4
+1% +$26 ﹤0.01% 1717
2018
Q3 		$2K Buy
+308
New +$2.28K ﹤0.01% 1504

Other funds holding BGC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its BGC Group (BGC) stake by 2.5% in Q1 2026, selling an estimated $1.58K and leaving 6,711 shares worth $65.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3608.

Carson Wealth (CWM LLC) first reported a position in BGC in Q3 2018 and has held it in 19 quarters since. The position peaked at $164K in Q2 2025. 358 funds tracked by Wall St. Rank hold BGC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,711 shares of BGC Group worth $65.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 171 BGC Group shares in Q1 2026, an estimated $1.58K.
  • BGC Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3608 holding.
  • Carson Wealth (CWM LLC) first reported a position in BGC Group in Q3 2018 and has held it in 19 quarters since.
  • Carson Wealth (CWM LLC)'s BGC Group position peaked at $164K in Q2 2025.
  • 358 funds tracked by Wall St. Rank held BGC Group as of Q1 2026.

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