Carson Wealth (CWM LLC)
CGRN

Carson Wealth (CWM LLC)’s Capstone Green Energy Corporation Common Stock CGRN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CGRN Stock Details CGRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-23
Closed – – 4437
2022
Q4 		$0 Hold
23
– – ﹤0.01% 4343
2022
Q3 		$0 Buy
23
+22
+2,200% +$51 ﹤0.01% 4279
2022
Q2 		$0 Buy
+1
New +$3 ﹤0.01% 4182

Other funds holding CGRN

ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WVP
Worth Venture Partners Fort Lee, New Jersey $31.6M AUM 28.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CGRN Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of Capstone Green Energy Corporation Common Stock (CGRN) in Q1 2023, closing a stake of 23 shares.

Carson Wealth (CWM LLC) first reported a position in CGRN in Q2 2022 and held it in 3 quarters. The position peaked at $0 in Q4 2022. 33 funds tracked by Wall St. Rank hold CGRN as of Q1 2023.

  • Carson Wealth (CWM LLC) reported no remaining Capstone Green Energy Corporation Common Stock position as of Q1 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 23 Capstone Green Energy Corporation Common Stock shares in Q1 2023.
  • Carson Wealth (CWM LLC) first reported a position in Capstone Green Energy Corporation Common Stock in Q2 2022 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Capstone Green Energy Corporation Common Stock position peaked at $0 in Q4 2022.
  • 33 funds tracked by Wall St. Rank held Capstone Green Energy Corporation Common Stock as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.