Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Greene County Bancorp GCBC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GCBC Stock Details GCBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.5K Sell
1,184
-1,018
-46% -$23.1K ﹤0.01% 4257
2025
Q4 		$49K Sell
2,202
-94
-4% -$2.13K ﹤0.01% 3615
2025
Q3 		$52K Buy
2,296
+607
+36% +$14.6K ﹤0.01% 3501
2025
Q2 		$38K Buy
1,689
+605
+56% +$13.4K ﹤0.01% 3473
2025
Q1 		$26K Buy
1,084
+60
+6% +$1.55K ﹤0.01% 3489
2024
Q4 		$28K Sell
1,024
-10
-1% -$302 ﹤0.01% 3221
2024
Q3 		$32K Buy
1,034
+16
+2% +$514 ﹤0.01% 3050
2024
Q2 		$34K Buy
1,018
+21
+2% +$628 ﹤0.01% 2751
2024
Q1 		$29K Buy
997
+1
+0.1% +$28 ﹤0.01% 2654
2023
Q4 		$28K Hold
996
– – ﹤0.01% 2558
2023
Q3 		$24K Hold
996
– – ﹤0.01% 2561
2023
Q2 		$30K Buy
+996
New +$24K ﹤0.01% 2370

Other funds holding GCBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CP
Covalent Partners Concord, Massachusetts $17.6M AUM 2.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AOCA
Angel Oak Capital Advisors Atlanta, Georgia $79.3M AUM 7.42% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

Carson Wealth (CWM LLC) reduced its Greene County Bancorp (GCBC) stake by 46% in Q1 2026, selling an estimated $23.1K and leaving 1,184 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4257.

Carson Wealth (CWM LLC) first reported a position in GCBC in Q2 2023 and has held it in 12 quarters since. The position peaked at $52K in Q3 2025. 76 funds tracked by Wall St. Rank hold GCBC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,184 shares of Greene County Bancorp worth $26.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,018 Greene County Bancorp shares in Q1 2026, an estimated $23.1K.
  • Greene County Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4257 holding.
  • Carson Wealth (CWM LLC) first reported a position in Greene County Bancorp in Q2 2023 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s Greene County Bancorp position peaked at $52K in Q3 2025.
  • 76 funds tracked by Wall St. Rank held Greene County Bancorp as of Q1 2026.

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