Carson Wealth (CWM LLC)’s Everi Holdings EVRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,350	Closed	-$62K	–	5347
2025 Q2	$62K	Buy	4,350 +414	+11%	+$5.79K	﹤0.01%	3104
2025 Q1	$54K	Buy	3,936 +312	+9%	+$4.26K	﹤0.01%	2915
2024 Q4	$49K	Sell	3,624 -75	-2%	-$1K	﹤0.01%	2814
2024 Q3	$49K	Buy	3,699 +187	+5%	+$2.2K	﹤0.01%	2703
2024 Q2	$30K	Buy	3,512 +1,897	+117%	+$15.5K	﹤0.01%	2832
2024 Q1	$16K	Sell	1,615 -47	-3%	-$486	﹤0.01%	3037
2023 Q4	$19K	Buy	1,662 +38	+2%	+$428	﹤0.01%	2799
2023 Q3	$21K	Buy	1,624 +1,286	+380%	+$18.3K	﹤0.01%	2649
2023 Q2	$5K	Hold	338	–	–	﹤0.01%	3433
2023 Q1	$6K	Hold	338	–	–	﹤0.01%	3199
2022 Q4	$5K	Buy	+338	New	+$5.62K	﹤0.01%	3158

Other funds holding EVRI

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EVRI Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Everi Holdings (EVRI) in Q3 2025, closing a stake of 4,350 shares — an estimated $62K sold.

Carson Wealth (CWM LLC) first reported a position in EVRI in Q4 2022 and held it in 11 quarters. The position peaked at $62K in Q2 2025. 2 funds tracked by Wall St. Rank hold EVRI as of Q3 2025.

Carson Wealth (CWM LLC) reported no remaining Everi Holdings position as of Q3 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 4,350 Everi Holdings shares in Q3 2025, an estimated $62K.
Carson Wealth (CWM LLC) first reported a position in Everi Holdings in Q4 2022 and held it in 11 quarters.
Carson Wealth (CWM LLC)'s Everi Holdings position peaked at $62K in Q2 2025.
2 funds tracked by Wall St. Rank held Everi Holdings as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.