Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s GBank Financial Holdings GBFH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GBFH Stock Details GBFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.97K Buy
111
+43
+63% +$1.32K ﹤0.01% 5187
2025
Q4 		$2K Sell
68
-49
-42% -$1.79K ﹤0.01% 5155
2025
Q3 		$5K Buy
+117
New +$4.62K ﹤0.01% 4783

Other funds holding GBFH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CS
Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its GBank Financial Holdings (GBFH) stake by 63% in Q1 2026, buying an estimated $1.32K and bringing the position to 111 shares worth $2.97K. The position accounts for ﹤0.01% of the portfolio, ranked #5187.

Carson Wealth (CWM LLC) first reported a position in GBFH in Q3 2025 and has held it in 3 quarters since. The position peaked at $5K in Q3 2025. 69 funds tracked by Wall St. Rank hold GBFH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 111 shares of GBank Financial Holdings worth $2.97K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 43 GBank Financial Holdings shares in Q1 2026, an estimated $1.32K.
  • GBank Financial Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5187 holding.
  • Carson Wealth (CWM LLC) first reported a position in GBank Financial Holdings in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s GBank Financial Holdings position peaked at $5K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held GBank Financial Holdings as of Q1 2026.

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