Carson Wealth (CWM LLC)
EVGO icon

Carson Wealth (CWM LLC)’s EVgo EVGO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EVGO Stock Details EVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.1K Sell
11,134
-18,682
-63% -$49.9K ﹤0.01% 4443
2025
Q4 		$87K Sell
29,816
-1,046
-3% -$3.8K ﹤0.01% 3173
2025
Q3 		$146K Sell
30,862
-361
-1% -$1.4K ﹤0.01% 2690
2025
Q2 		$114K Sell
31,223
-3,374
-10% -$11.6K ﹤0.01% 2597
2025
Q1 		$92K Buy
34,597
+32,446
+1,508% +$100K ﹤0.01% 2485
2024
Q4 		$9K Buy
2,151
+215
+11% +$1.37K ﹤0.01% 3920
2024
Q3 		$8K Buy
1,936
+1,475
+320% +$5.64K ﹤0.01% 3884
2024
Q2 		$1K Buy
461
+211
+84% +$432 ﹤0.01% 4376
2024
Q1 		$1K Buy
250
+50
+25% +$130 ﹤0.01% 4130
2023
Q4 		$1K Hold
200
– – ﹤0.01% 3949
2023
Q3 		$1K Sell
200
-939
-82% -$3.87K ﹤0.01% 3972
2023
Q2 		$5K Sell
1,139
-378
-25% -$1.93K ﹤0.01% 3432
2023
Q1 		$12K Buy
1,517
+200
+15% +$1.18K ﹤0.01% 2845
2022
Q4 		$6K Buy
1,317
+1,217
+1,217% +$7.87K ﹤0.01% 3069
2022
Q3 		$1K Buy
+100
New +$871 ﹤0.01% 3644
2022
Q1 		– Sell
-50
Closed – – 3616
2021
Q4 		$0 Buy
+50
New +$547 ﹤0.01% 3533

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SFM
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VPM
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VCM
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Invesco
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SCM
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Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return