Carson Wealth (CWM LLC)’s Emerald Holding EEX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EEX Stock Details EEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.66K	Buy	1,033 +41	+4%	+$189	﹤0.01%	5050
2025 Q4	$4K	Sell	992 -321	-24%	-$1.38K	﹤0.01%	4880
2025 Q3	$7K	Buy	1,313 +99	+8%	+$500	﹤0.01%	4611
2025 Q2	$6K	Buy	1,214 +876	+259%	+$3.82K	﹤0.01%	4528
2025 Q1	$1K	Buy	338 +159	+89%	+$686	﹤0.01%	4888
2024 Q4	$1K	Sell	179 -40	-18%	-$184	﹤0.01%	4696
2024 Q3	$1K	Buy	219 +179	+448%	+$958	﹤0.01%	4565
2024 Q2	$0	Buy	40 +31	+344%	+$186	﹤0.01%	4665
2024 Q1	$0	Buy	+9	New	+$56	﹤0.01%	4419
2022 Q3	–	Sell	-969	Closed	-$4K	–	3973
2022 Q2	$4K	Buy	+969	New	+$3.13K	﹤0.01%	3068

Other funds holding EEX

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Emerald Holding (EEX) stake by 4.1% in Q1 2026, buying an estimated $189 and bringing the position to 1,033 shares worth $4.66K. The position accounts for ﹤0.01% of the portfolio, ranked #5050.

Carson Wealth (CWM LLC) first reported a position in EEX in Q2 2022 and has held it in 10 quarters since. The position peaked at $7K in Q3 2025. 72 funds tracked by Wall St. Rank hold EEX as of Q1 2026.

Carson Wealth (CWM LLC) held 1,033 shares of Emerald Holding worth $4.66K as of Q1 2026.
Carson Wealth (CWM LLC) bought 41 Emerald Holding shares in Q1 2026, an estimated $189.
Emerald Holding made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5050 holding.
Carson Wealth (CWM LLC) first reported a position in Emerald Holding in Q2 2022 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s Emerald Holding position peaked at $7K in Q3 2025.
72 funds tracked by Wall St. Rank held Emerald Holding as of Q1 2026.

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