Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s B2Gold BTG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BTG Stock Details BTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.7K Buy
+1,700
New +$8.54K ﹤0.01% 4879
2024
Q3 		– Sell
-263
Closed -$1K – 4844
2024
Q2 		$1K Sell
263
-603
-70% -$1.63K ﹤0.01% 4327
2024
Q1 		$2K Hold
866
– – ﹤0.01% 3939
2023
Q4 		$3K Sell
866
-1,078
-55% -$3.4K ﹤0.01% 3667
2023
Q3 		$6K Hold
1,944
– – ﹤0.01% 3351
2023
Q2 		$7K Buy
1,944
+314
+19% +$1.23K ﹤0.01% 3257
2023
Q1 		$6K Buy
1,630
+309
+23% +$1.15K ﹤0.01% 3190
2022
Q4 		$5K Buy
1,321
+11
+0.8% +$37 ﹤0.01% 3142
2022
Q3 		$4K Buy
1,310
+11
+0.8% +$36 ﹤0.01% 3144
2022
Q2 		$4K Buy
1,299
+1,036
+394% +$4.33K ﹤0.01% 3055
2022
Q1 		$1K Hold
263
– – ﹤0.01% 3303
2021
Q4 		$1K Buy
+263
New +$1.05K ﹤0.01% 3256
2021
Q2 		$1K Hold
263
– – ﹤0.01% 2762
2021
Q1 		$1K Hold
263
– – ﹤0.01% 2762
2020
Q4 		$1K Hold
263
– – ﹤0.01% 2762
2020
Q3 		$1K Hold
263
– – ﹤0.01% 2762
2020
Q2 		$1K Hold
263
– – ﹤0.01% 2762
2020
Q1 		$1K Hold
263
– – ﹤0.01% 2761
2019
Q4 		$1K Hold
263
– – ﹤0.01% 2761
2019
Q3 		$1K Hold
263
– – ﹤0.01% 2761
2019
Q2 		$1K Hold
263
– – ﹤0.01% 2761
2019
Q1 		$1K Buy
+263
New +$783 ﹤0.01% 2761

Other funds holding BTG

VanEck Associates
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PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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

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

Carson Wealth (CWM LLC) opened a new position in B2Gold (BTG) in Q1 2026: 1,700 shares worth $7.7K. The stake represents ﹤0.01% of the portfolio and ranks #4879 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in BTG as recently as Q2 2024.

Carson Wealth (CWM LLC) first reported a position in BTG in Q1 2019 and has held it in 22 quarters since. 300 funds tracked by Wall St. Rank hold BTG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,700 shares of B2Gold worth $7.7K as of Q1 2026.
  • B2Gold was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • B2Gold made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4879 holding.
  • Carson Wealth (CWM LLC) first reported a position in B2Gold in Q1 2019 and has held it in 22 quarters since.
  • 300 funds tracked by Wall St. Rank held B2Gold as of Q1 2026.

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