Carson Wealth (CWM LLC)
GEAR

Carson Wealth (CWM LLC)’s Revelyst, Inc. GEAR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GEAR Stock Details GEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-355
Closed -$7K – 5288
2024
Q4 		$7K Buy
+355
New +$6.77K ﹤0.01% 4091

Other funds holding GEAR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GEAR Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of Revelyst, Inc. (GEAR) in Q1 2025, closing a stake of 355 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in GEAR in Q4 2024 and held it in 1 quarter. The position peaked at $7K in Q4 2024. 2 funds tracked by Wall St. Rank hold GEAR as of Q1 2025.

  • Carson Wealth (CWM LLC) reported no remaining Revelyst, Inc. position as of Q1 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 355 Revelyst, Inc. shares in Q1 2025, an estimated $7K.
  • Carson Wealth (CWM LLC) first reported a position in Revelyst, Inc. in Q4 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Revelyst, Inc. position peaked at $7K in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Revelyst, Inc. as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.