Carson Wealth (CWM LLC)’s State Street Global Allocation ETF GAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.09K	Buy	22 +10	+83%	+$506	﹤0.01%	5383
2025 Q4	$1K	Hold	12	–	–	﹤0.01%	5216
2025 Q3	$1K	Hold	12	–	–	﹤0.01%	5119
2025 Q2	$1K	Hold	12	–	–	﹤0.01%	4999
2025 Q1	$1K	Hold	12	–	–	﹤0.01%	4903
2024 Q4	$1K	Hold	12	–	–	﹤0.01%	4706
2024 Q3	$1K	Hold	12	–	–	﹤0.01%	4586
2024 Q2	$1K	Sell	12 -87	-88%	-$3.75K	﹤0.01%	4386
2024 Q1	$4K	Hold	99	–	–	﹤0.01%	3757
2023 Q4	$4K	Hold	99	–	–	﹤0.01%	3597
2023 Q3	$4K	Hold	99	–	–	﹤0.01%	3562
2023 Q2	$4K	Sell	99 -20	-17%	-$789	﹤0.01%	3525
2023 Q1	$5K	Hold	119	–	–	﹤0.01%	3287
2022 Q4	$4K	Sell	119 -90	-43%	-$3.42K	﹤0.01%	3292
2022 Q3	$8K	Buy	209 +104	+99%	+$4.07K	﹤0.01%	2810
2022 Q2	$4K	Hold	105	–	–	﹤0.01%	3077
2022 Q1	$5K	Buy	105 +10	+11%	+$443	﹤0.01%	2828
2021 Q4	$4K	Buy	+95	New	+$4.44K	﹤0.01%	2823
2021 Q2	$21K	Hold	460	–	–	﹤0.01%	1771
2021 Q1	$21K	Hold	460	–	–	﹤0.01%	1771
2020 Q4	$21K	Hold	460	–	–	﹤0.01%	1771
2020 Q3	$21K	Hold	460	–	–	﹤0.01%	1771
2020 Q2	$21K	Hold	460	–	–	﹤0.01%	1771
2020 Q1	$21K	Hold	460	–	–	﹤0.01%	1771
2019 Q4	$21K	Hold	460	–	–	﹤0.01%	1771
2019 Q3	$21K	Hold	460	–	–	﹤0.01%	1771
2019 Q2	$21K	Hold	460	–	–	﹤0.01%	1771
2019 Q1	$21K	Buy	+460	New	+$16.9K	﹤0.01%	1771

Other funds holding GAL

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

BFA

Bright Financial Advisors Portage, Michigan $218M AUM 17.53% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $137M AUM

PAYA

Phil A. Younker & Associates Fairbanks, Alaska $150M AUM 9.85% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its State Street Global Allocation ETF (GAL) stake by 83% in Q1 2026, buying an estimated $506 and bringing the position to 22 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #5383.

Carson Wealth (CWM LLC) first reported a position in GAL in Q1 2019 and has held it in 28 quarters since. The position peaked at $21K in Q2 2021. 72 funds tracked by Wall St. Rank hold GAL as of Q1 2026.

Carson Wealth (CWM LLC) held 22 shares of State Street Global Allocation ETF worth $1.09K as of Q1 2026.
Carson Wealth (CWM LLC) bought 10 State Street Global Allocation ETF shares in Q1 2026, an estimated $506.
State Street Global Allocation ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5383 holding.
Carson Wealth (CWM LLC) first reported a position in State Street Global Allocation ETF in Q1 2019 and has held it in 28 quarters since.
Carson Wealth (CWM LLC)'s State Street Global Allocation ETF position peaked at $21K in Q2 2021.
72 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2026.

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