Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s General American Investors Company GAM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GAM Stock Details GAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$79.3K Hold
1,357
– – ﹤0.01% 3454
2025
Q4 		$80K Buy
1,357
+36
+3% +$2.19K ﹤0.01% 3230
2025
Q3 		$82K Hold
1,321
– – ﹤0.01% 3135
2025
Q2 		$74K Hold
1,321
– – ﹤0.01% 2962
2025
Q1 		$67K Buy
1,321
+720
+120% +$37.1K ﹤0.01% 2728
2024
Q4 		$31K Buy
601
+306
+104% +$16.1K ﹤0.01% 3143
2024
Q3 		$16K Sell
295
-88
-23% -$4.54K ﹤0.01% 3502
2024
Q2 		$19K Buy
383
+108
+39% +$5.12K ﹤0.01% 3140
2024
Q1 		$13K Buy
+275
New +$12.2K ﹤0.01% 3178
2023
Q3 		– Sell
-58
Closed -$2K – 4297
2023
Q2 		$2K Buy
+58
New +$2.31K ﹤0.01% 3793
2023
Q1 		– Sell
-35
Closed -$1K – 4154
2022
Q4 		$1K Hold
35
– – ﹤0.01% 3743
2022
Q3 		$1K Hold
35
– – ﹤0.01% 3654
2022
Q2 		$1K Sell
35
-1,409
-98% -$53.8K ﹤0.01% 3544
2022
Q1 		$61K Sell
1,444
-3
-0.2% -$124 ﹤0.01% 1517
2021
Q4 		$64K Buy
+1,447
New +$63.7K ﹤0.01% 1477
2021
Q2 		$63K Hold
1,453
– – ﹤0.01% 1305
2021
Q1 		$63K Hold
1,453
– – ﹤0.01% 1305
2020
Q4 		$63K Hold
1,453
– – ﹤0.01% 1305
2020
Q3 		$63K Hold
1,453
– – ﹤0.01% 1305
2020
Q2 		$63K Hold
1,453
– – ﹤0.01% 1305
2020
Q1 		$63K Hold
1,453
– – ﹤0.01% 1305
2019
Q4 		$63K Hold
1,453
– – ﹤0.01% 1305
2019
Q3 		$63K Hold
1,453
– – ﹤0.01% 1305
2019
Q2 		$63K Hold
1,453
– – ﹤0.01% 1305
2019
Q1 		$63K Buy
+1,453
New +$46K ﹤0.01% 1305

Other funds holding GAM

Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its General American Investors Company (GAM) position steady in Q1 2026 at 1,357 shares worth $79.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3454.

Carson Wealth (CWM LLC) first reported a position in GAM in Q1 2019 and has held it in 25 quarters since. The position peaked at $82K in Q3 2025. 93 funds tracked by Wall St. Rank hold GAM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,357 shares of General American Investors Company worth $79.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its General American Investors Company share count unchanged in Q1 2026.
  • General American Investors Company made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3454 holding.
  • Carson Wealth (CWM LLC) first reported a position in General American Investors Company in Q1 2019 and has held it in 25 quarters since.
  • Carson Wealth (CWM LLC)'s General American Investors Company position peaked at $82K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held General American Investors Company as of Q1 2026.

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