Carson Wealth (CWM LLC)
CVGI icon

Carson Wealth (CWM LLC)’s Commercial Vehicle Group CVGI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CVGI Stock Details CVGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$242 Sell
71
-59
-45% -$122 ﹤0.01% 5521
2025
Q4 		$0 Sell
130
-187
-59% -$297 ﹤0.01% 5413
2025
Q3 		$1K Sell
317
-1,023
-76% -$1.87K ﹤0.01% 5098
2025
Q2 		$2K Sell
1,340
-623
-32% -$757 ﹤0.01% 4865
2025
Q1 		$2K Sell
1,963
-1,639
-46% -$3.17K ﹤0.01% 4736
2024
Q4 		$9K Buy
3,602
+2,548
+242% +$6.8K ﹤0.01% 3911
2024
Q3 		$3K Sell
1,054
-988
-48% -$4.03K ﹤0.01% 4255
2024
Q2 		$10K Buy
2,042
+2,029
+15,608% +$11.5K ﹤0.01% 3529
2024
Q1 		$0 Buy
+13
New +$84 ﹤0.01% 4383

Other funds holding CVGI

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
IIM
Ironwood Investment Management Boston, Massachusetts $289M AUM 60.38% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Commercial Vehicle Group (CVGI) stake by 45% in Q1 2026, selling an estimated $122 and leaving 71 shares worth $242. The position accounts for ﹤0.01% of the portfolio, ranked #5521.

Carson Wealth (CWM LLC) first reported a position in CVGI in Q1 2024 and has held it in 9 quarters since. The position peaked at $10K in Q2 2024. 74 funds tracked by Wall St. Rank hold CVGI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 71 shares of Commercial Vehicle Group worth $242 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 59 Commercial Vehicle Group shares in Q1 2026, an estimated $122.
  • Commercial Vehicle Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5521 holding.
  • Carson Wealth (CWM LLC) first reported a position in Commercial Vehicle Group in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Commercial Vehicle Group position peaked at $10K in Q2 2024.
  • 74 funds tracked by Wall St. Rank held Commercial Vehicle Group as of Q1 2026.

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