Carson Wealth (CWM LLC)
FEGE

Carson Wealth (CWM LLC)’s First Eagle Global Equity ETF FEGE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FEGE Stock Details FEGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$54K Hold
1,150
– – ﹤0.01% 3766
2025
Q4 		$53K Buy
+1,150
New +$51.9K ﹤0.01% 3569

Other funds holding FEGE

LPL Financial
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its First Eagle Global Equity ETF (FEGE) position steady in Q1 2026 at 1,150 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #3766.

Carson Wealth (CWM LLC) first reported a position in FEGE in Q4 2025 and has held it in 2 quarters since. 177 funds tracked by Wall St. Rank hold FEGE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,150 shares of First Eagle Global Equity ETF worth $54K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its First Eagle Global Equity ETF share count unchanged in Q1 2026.
  • First Eagle Global Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3766 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Eagle Global Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 177 funds tracked by Wall St. Rank held First Eagle Global Equity ETF as of Q1 2026.

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