Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Green Dot GDOT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GDOT Stock Details GDOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$93.2K Sell
8,304
-209
-2% -$2.47K ﹤0.01% 3336
2025
Q4 		$109K Buy
8,513
+106
+1% +$1.32K ﹤0.01% 2994
2025
Q3 		$113K Sell
8,407
-257
-3% -$3.17K ﹤0.01% 2884
2025
Q2 		$93K Buy
8,664
+4,926
+132% +$44.5K ﹤0.01% 2792
2025
Q1 		$32K Sell
3,738
-2,685
-42% -$22.8K ﹤0.01% 3332
2024
Q4 		$68K Sell
6,423
-180
-3% -$1.99K ﹤0.01% 2563
2024
Q3 		$77K Buy
6,603
+597
+10% +$6.24K ﹤0.01% 2360
2024
Q2 		$57K Buy
6,006
+1,691
+39% +$15.7K ﹤0.01% 2385
2024
Q1 		$40K Buy
4,315
+3,076
+248% +$27.1K ﹤0.01% 2450
2023
Q4 		$12K Buy
1,239
+666
+116% +$6.94K ﹤0.01% 3077
2023
Q3 		$8K Sell
573
-632
-52% -$10.4K ﹤0.01% 3241
2023
Q2 		$23K Sell
1,205
-32
-3% -$567 ﹤0.01% 2538
2023
Q1 		$21K Sell
1,237
-448
-27% -$7.83K ﹤0.01% 2469
2022
Q4 		$27K Buy
1,685
+1,254
+291% +$23.1K ﹤0.01% 2152
2022
Q3 		$8K Sell
431
-163
-27% -$3.76K ﹤0.01% 2812
2022
Q2 		$15K Buy
594
+283
+91% +$7.66K ﹤0.01% 2311
2022
Q1 		$9K Buy
311
+4
+1% +$122 ﹤0.01% 2535
2021
Q4 		$11K Buy
+307
New +$12.5K ﹤0.01% 2299
2021
Q2 		$10K Hold
210
– – ﹤0.01% 2102
2021
Q1 		$10K Hold
210
– – ﹤0.01% 2102
2020
Q4 		$10K Hold
210
– – ﹤0.01% 2102
2020
Q3 		$10K Hold
210
– – ﹤0.01% 2102
2020
Q2 		$10K Hold
210
– – ﹤0.01% 2102
2020
Q1 		$10K Hold
210
– – ﹤0.01% 2102
2019
Q4 		$10K Hold
210
– – ﹤0.01% 2102
2019
Q3 		$10K Hold
210
– – ﹤0.01% 2102
2019
Q2 		$10K Hold
210
– – ﹤0.01% 2102
2019
Q1 		$10K Buy
+210
New +$14.6K ﹤0.01% 2102

Other funds holding GDOT

NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 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 GDOT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Green Dot (GDOT) stake by 2.5% in Q1 2026, selling an estimated $2.47K and leaving 8,304 shares worth $93.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3336.

Carson Wealth (CWM LLC) first reported a position in GDOT in Q1 2019 and has held it in 28 quarters since. The position peaked at $113K in Q3 2025. 173 funds tracked by Wall St. Rank hold GDOT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,304 shares of Green Dot worth $93.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 209 Green Dot shares in Q1 2026, an estimated $2.47K.
  • Green Dot made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3336 holding.
  • Carson Wealth (CWM LLC) first reported a position in Green Dot in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Green Dot position peaked at $113K in Q3 2025.
  • 173 funds tracked by Wall St. Rank held Green Dot as of Q1 2026.

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