Carson Wealth (CWM LLC)’s VanEck Digital Native Economy ETF GENZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GENZ Stock Details GENZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-680	Closed	-$30K	–	5377
2025 Q3	$30K	Hold	680	–	–	﹤0.01%	3877
2025 Q2	$29K	Hold	680	–	–	﹤0.01%	3663
2025 Q1	$25K	Hold	680	–	–	﹤0.01%	3504
2024 Q4	$28K	Hold	680	–	–	﹤0.01%	3213
2024 Q3	$30K	Hold	680	–	–	﹤0.01%	3087
2024 Q2	$27K	Hold	680	–	–	﹤0.01%	2909
2024 Q1	$29K	Hold	680	–	–	﹤0.01%	2649
2023 Q4	$29K	Hold	680	–	–	﹤0.01%	2526
2023 Q3	$27K	Hold	680	–	–	﹤0.01%	2472
2023 Q2	$30K	Hold	680	–	–	﹤0.01%	2363
2023 Q1	$30K	Hold	680	–	–	﹤0.01%	2218
2022 Q4	$26K	Hold	680	–	–	﹤0.01%	2173
2022 Q3	$22K	Hold	680	–	–	﹤0.01%	2156
2022 Q2	$23K	Hold	680	–	–	﹤0.01%	2023
2022 Q1	$27K	Buy	+680	New	+$28.2K	﹤0.01%	1890

Other funds holding GENZ

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

LSIA

LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GENZ Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of VanEck Digital Native Economy ETF (GENZ) in Q4 2025, closing a stake of 680 shares — an estimated $30K sold.

Carson Wealth (CWM LLC) first reported a position in GENZ in Q1 2022 and held it in 15 quarters. The position peaked at $30K in Q3 2025. 22 funds tracked by Wall St. Rank hold GENZ as of Q4 2025.

Carson Wealth (CWM LLC) reported no remaining VanEck Digital Native Economy ETF position as of Q4 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 680 VanEck Digital Native Economy ETF shares in Q4 2025, an estimated $30K.
Carson Wealth (CWM LLC) first reported a position in VanEck Digital Native Economy ETF in Q1 2022 and held it in 15 quarters.
Carson Wealth (CWM LLC)'s VanEck Digital Native Economy ETF position peaked at $30K in Q3 2025.
22 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.