Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Grayscale Bitcoin Trust GBTC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GBTC Stock Details GBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.06M Buy
20,059
+3,860
+24% +$230K ﹤0.01% 1501
2025
Q4 		$1.11M Buy
16,199
+3,628
+29% +$284K ﹤0.01% 1437
2025
Q3 		$1.13M Buy
12,571
+6,802
+118% +$612K ﹤0.01% 1340
2025
Q2 		$489K Buy
5,769
+957
+20% +$74.4K ﹤0.01% 1601
2025
Q1 		$314K Buy
4,812
+599
+14% +$44.1K ﹤0.01% 1642
2024
Q4 		$312K Buy
4,213
+1,431
+51% +$94.3K ﹤0.01% 1570
2024
Q3 		$140K Buy
2,782
+1,915
+221% +$93.2K ﹤0.01% 1975
2024
Q2 		$42K Buy
+867
New +$45.7K ﹤0.01% 2594

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