Carson Wealth (CWM LLC)
EGAN icon

Carson Wealth (CWM LLC)’s eGain EGAN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EGAN Stock Details EGAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.5K Buy
1,717
+951
+124% +$9.19K ﹤0.01% 4647
2025
Q4 		$8K Buy
766
+45
+6% +$538 ﹤0.01% 4630
2025
Q3 		$6K Buy
721
+383
+113% +$2.66K ﹤0.01% 4666
2025
Q2 		$2K Buy
338
+168
+99% +$898 ﹤0.01% 4871
2025
Q1 		$1K Sell
170
-146
-46% -$826 ﹤0.01% 4890
2024
Q4 		$2K Sell
316
-627
-66% -$3.33K ﹤0.01% 4527
2024
Q3 		$5K Buy
943
+1
+0.1% +$6 ﹤0.01% 4088
2024
Q2 		$6K Buy
942
+478
+103% +$2.96K ﹤0.01% 3763
2024
Q1 		$3K Buy
+464
New +$3.18K ﹤0.01% 3830

Other funds holding EGAN

OCMI
Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its eGain (EGAN) stake by 124% in Q1 2026, buying an estimated $9.19K and bringing the position to 1,717 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4647.

Carson Wealth (CWM LLC) first reported a position in EGAN in Q1 2024 and has held it in 9 quarters since. 116 funds tracked by Wall St. Rank hold EGAN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,717 shares of eGain worth $13.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 951 eGain shares in Q1 2026, an estimated $9.19K.
  • eGain made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4647 holding.
  • Carson Wealth (CWM LLC) first reported a position in eGain in Q1 2024 and has held it in 9 quarters since.
  • 116 funds tracked by Wall St. Rank held eGain as of Q1 2026.

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