Carson Wealth (CWM LLC)
CHYM

Carson Wealth (CWM LLC)’s Chime Financial CHYM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CHYM Stock Details CHYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.1K Sell
753
-122
-14% -$2.77K ﹤0.01% 4629
2025
Q4 		$22K Buy
+875
New +$18.6K ﹤0.01% 4134

Other funds holding CHYM

GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
MVM
Menlo Ventures Management Menlo Park, California $327M AUM
AM
Aspect Management Palo Alto, California $224M AUM
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Carson Wealth (CWM LLC) reduced its Chime Financial (CHYM) stake by 14% in Q1 2026, selling an estimated $2.77K and leaving 753 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4629.

Carson Wealth (CWM LLC) first reported a position in CHYM in Q4 2025 and has held it in 2 quarters since. The position peaked at $22K in Q4 2025. 216 funds tracked by Wall St. Rank hold CHYM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 753 shares of Chime Financial worth $14.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 122 Chime Financial shares in Q1 2026, an estimated $2.77K.
  • Chime Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4629 holding.
  • Carson Wealth (CWM LLC) first reported a position in Chime Financial in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s Chime Financial position peaked at $22K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held Chime Financial as of Q1 2026.

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