Carson Wealth (CWM LLC)
GATO

Carson Wealth (CWM LLC)’s Gatos Silver, Inc. GATO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GATO Stock Details GATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-107
Closed -$1K – 5280
2024
Q4 		$1K Sell
107
-112
-51% -$1.82K ﹤0.01% 4868
2024
Q3 		$3K Buy
+219
New +$2.81K ﹤0.01% 4336

Other funds holding GATO

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GATO Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of Gatos Silver, Inc. (GATO) in Q1 2025, closing a stake of 107 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in GATO in Q3 2024 and held it in 2 quarters. The position peaked at $3K in Q3 2024. 3 funds tracked by Wall St. Rank hold GATO as of Q1 2025.

  • Carson Wealth (CWM LLC) reported no remaining Gatos Silver, Inc. position as of Q1 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 107 Gatos Silver, Inc. shares in Q1 2025, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Gatos Silver, Inc. in Q3 2024 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Gatos Silver, Inc. position peaked at $3K in Q3 2024.
  • 3 funds tracked by Wall St. Rank held Gatos Silver, Inc. as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.