Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s The Greenbrier Companies GBX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GBX Stock Details GBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$285K Sell
5,412
-865
-14% -$45.7K ﹤0.01% 2418
2025
Q4 		$293K Buy
6,277
+1,561
+33% +$70K ﹤0.01% 2278
2025
Q3 		$218K Buy
4,716
+4,417
+1,477% +$211K ﹤0.01% 2373
2025
Q2 		$14K Buy
299
+180
+151% +$8.06K ﹤0.01% 4114
2025
Q1 		$6K Buy
119
+14
+13% +$836 ﹤0.01% 4362
2024
Q4 		$6K Buy
105
+35
+50% +$2.13K ﹤0.01% 4112
2024
Q3 		$4K Buy
70
+10
+17% +$477 ﹤0.01% 4180
2024
Q2 		$3K Buy
60
+30
+100% +$1.56K ﹤0.01% 4065
2024
Q1 		$2K Buy
30
+14
+88% +$673 ﹤0.01% 3975
2023
Q4 		$1K Sell
16
-19
-54% -$743 ﹤0.01% 3953
2023
Q3 		$1K Hold
35
– – ﹤0.01% 3983
2023
Q2 		$2K Sell
35
-8
-19% -$236 ﹤0.01% 3794
2023
Q1 		$1K Sell
43
-13
-23% -$393 ﹤0.01% 3827
2022
Q4 		$2K Sell
56
-169
-75% -$5.63K ﹤0.01% 3546
2022
Q3 		$5K Buy
225
+223
+11,150% +$6.72K ﹤0.01% 3063
2022
Q2 		$0 Sell
2
-17
-89% -$710 ﹤0.01% 3900
2022
Q1 		$1K Sell
19
-85
-82% -$3.83K ﹤0.01% 3344
2021
Q4 		$5K Buy
+104
New +$4.51K ﹤0.01% 2717
2021
Q2 		$0 Hold
2
– – ﹤0.01% 2959
2021
Q1 		$0 Hold
2
– – ﹤0.01% 2959
2020
Q4 		$0 Hold
2
– – ﹤0.01% 2957
2020
Q3 		$0 Hold
2
– – ﹤0.01% 2957
2020
Q2 		$0 Hold
2
– – ﹤0.01% 2957
2020
Q1 		$0 Hold
2
– – ﹤0.01% 2957
2019
Q4 		$0 Hold
2
– – ﹤0.01% 2956
2019
Q3 		$0 Hold
2
– – ﹤0.01% 2956
2019
Q2 		$0 Hold
2
– – ﹤0.01% 2956
2019
Q1 		$0 Buy
+2
New +$80 ﹤0.01% 3067

Other funds holding GBX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its The Greenbrier Companies (GBX) stake by 14% in Q1 2026, selling an estimated $45.7K and leaving 5,412 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #2418.

Carson Wealth (CWM LLC) first reported a position in GBX in Q1 2019 and has held it in 28 quarters since. The position peaked at $293K in Q4 2025. 262 funds tracked by Wall St. Rank hold GBX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,412 shares of The Greenbrier Companies worth $285K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 865 The Greenbrier Companies shares in Q1 2026, an estimated $45.7K.
  • The Greenbrier Companies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2418 holding.
  • Carson Wealth (CWM LLC) first reported a position in The Greenbrier Companies in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s The Greenbrier Companies position peaked at $293K in Q4 2025.
  • 262 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q1 2026.

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