Carson Wealth (CWM LLC)
GCMG icon

Carson Wealth (CWM LLC)’s GCM Grosvenor GCMG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GCMG Stock Details GCMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$208K Buy
21,208
+12,607
+147% +$140K ﹤0.01% 2707
2025
Q4 		$97K Buy
8,601
+4,402
+105% +$50.3K ﹤0.01% 3093
2025
Q3 		$51K Buy
4,199
+1,912
+84% +$23.7K ﹤0.01% 3517
2025
Q2 		$26K Sell
2,287
-215
-9% -$2.66K ﹤0.01% 3736
2025
Q1 		$33K Buy
2,502
+622
+33% +$8.32K ﹤0.01% 3314
2024
Q4 		$23K Buy
1,880
+413
+28% +$4.91K ﹤0.01% 3344
2024
Q3 		$17K Buy
1,467
+819
+126% +$8.8K ﹤0.01% 3455
2024
Q2 		$6K Buy
648
+270
+71% +$2.6K ﹤0.01% 3770
2024
Q1 		$4K Buy
378
+228
+152% +$1.98K ﹤0.01% 3758
2023
Q4 		$1K Buy
+150
New +$1.25K ﹤0.01% 3954
2023
Q2 		– Sell
-18
Closed – – 4276
2023
Q1 		$0 Buy
+18
New +$149 ﹤0.01% 4155

Other funds holding GCMG

CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its GCM Grosvenor (GCMG) stake by 147% in Q1 2026, buying an estimated $140K and bringing the position to 21,208 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #2707.

Carson Wealth (CWM LLC) first reported a position in GCMG in Q1 2023 and has held it in 11 quarters since. 147 funds tracked by Wall St. Rank hold GCMG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 21,208 shares of GCM Grosvenor worth $208K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 12,607 GCM Grosvenor shares in Q1 2026, an estimated $140K.
  • GCM Grosvenor made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2707 holding.
  • Carson Wealth (CWM LLC) first reported a position in GCM Grosvenor in Q1 2023 and has held it in 11 quarters since.
  • 147 funds tracked by Wall St. Rank held GCM Grosvenor as of Q1 2026.

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