Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Genius Sports GENI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GENI Stock Details GENI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$198K Buy
44,645
+36,272
+433% +$258K ﹤0.01% 2753
2025
Q4 		$92K Buy
8,373
+164
+2% +$1.79K ﹤0.01% 3126
2025
Q3 		$102K Buy
8,209
+4,229
+106% +$50.6K ﹤0.01% 2974
2025
Q2 		$41K Buy
3,980
+2,920
+275% +$29.2K ﹤0.01% 3430
2025
Q1 		$11K Buy
+1,060
New +$9.83K ﹤0.01% 4054
2023
Q3 		– Sell
-200
Closed -$1K – 4299
2023
Q2 		$1K Buy
+200
New +$1K ﹤0.01% 3960

Other funds holding GENI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Genius Sports (GENI) stake by 433% in Q1 2026, buying an estimated $258K and bringing the position to 44,645 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #2753.

Carson Wealth (CWM LLC) first reported a position in GENI in Q2 2023 and has held it in 6 quarters since. 274 funds tracked by Wall St. Rank hold GENI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 44,645 shares of Genius Sports worth $198K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 36,272 Genius Sports shares in Q1 2026, an estimated $258K.
  • Genius Sports made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2753 holding.
  • Carson Wealth (CWM LLC) first reported a position in Genius Sports in Q2 2023 and has held it in 6 quarters since.
  • 274 funds tracked by Wall St. Rank held Genius Sports as of Q1 2026.

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