Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Gaia GAIA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GAIA Stock Details GAIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.86K Buy
673
+640
+1,939% +$2.11K ﹤0.01% 5295
2025
Q4 		$0 Buy
33
+12
+57% +$55 ﹤0.01% 5455
2025
Q3 		$0 Buy
+21
New +$105 ﹤0.01% 5370

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
SST
S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Gaia (GAIA) stake by 1,939% in Q1 2026, buying an estimated $2.11K and bringing the position to 673 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #5295.

Carson Wealth (CWM LLC) first reported a position in GAIA in Q3 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold GAIA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 673 shares of Gaia worth $1.86K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 640 Gaia shares in Q1 2026, an estimated $2.11K.
  • Gaia made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5295 holding.
  • Carson Wealth (CWM LLC) first reported a position in Gaia in Q3 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held Gaia as of Q1 2026.

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