Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s American Express Global Business Travel GBTG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GBTG Stock Details GBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.4K Sell
5,978
-1,776
-23% -$11K ﹤0.01% 4090
2025
Q4 		$59K Buy
7,754
+124
+2% +$962 ﹤0.01% 3474
2025
Q3 		$62K Buy
7,630
+1,332
+21% +$9.87K ﹤0.01% 3348
2025
Q2 		$40K Buy
6,298
+4,561
+263% +$29.3K ﹤0.01% 3445
2025
Q1 		$13K Buy
1,737
+488
+39% +$4.12K ﹤0.01% 3956
2024
Q4 		$12K Buy
1,249
+275
+28% +$2.35K ﹤0.01% 3754
2024
Q3 		$7K Sell
974
-154
-14% -$1.07K ﹤0.01% 3937
2024
Q2 		$7K Buy
1,128
+1,088
+2,720% +$6.68K ﹤0.01% 3709
2024
Q1 		$0 Buy
+40
New +$234 ﹤0.01% 4469

Other funds holding GBTG

AE
American Express New York $1.48B AUM 49.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
RCM
Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
AC
Attestor Capital Grand Cayman, Cayman Islands $350M AUM
MAC
Monarch Alternative Capital New York $707M AUM 177.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its American Express Global Business Travel (GBTG) stake by 23% in Q1 2026, selling an estimated $11K and leaving 5,978 shares worth $33.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4090.

Carson Wealth (CWM LLC) first reported a position in GBTG in Q1 2024 and has held it in 9 quarters since. The position peaked at $62K in Q3 2025. 169 funds tracked by Wall St. Rank hold GBTG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,978 shares of American Express Global Business Travel worth $33.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,776 American Express Global Business Travel shares in Q1 2026, an estimated $11K.
  • American Express Global Business Travel made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4090 holding.
  • Carson Wealth (CWM LLC) first reported a position in American Express Global Business Travel in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s American Express Global Business Travel position peaked at $62K in Q3 2025.
  • 169 funds tracked by Wall St. Rank held American Express Global Business Travel as of Q1 2026.

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