Carson Wealth (CWM LLC)’s Geospace Technologies GEOS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.32K	Sell	190 -14	-7%	-$196	﹤0.01%	5240
2025 Q4	$3K	Buy	204 +143	+234%	+$2.87K	﹤0.01%	4971
2025 Q3	$1K	Sell	61 -330	-84%	-$5.34K	﹤0.01%	5122
2025 Q2	$6K	Buy	391 +199	+104%	+$1.49K	﹤0.01%	4536
2025 Q1	$1K	Sell	192 -715	-79%	-$6.14K	﹤0.01%	4905
2024 Q4	$9K	Sell	907 -86	-9%	-$957	﹤0.01%	3924
2024 Q3	$10K	Buy	+993	New	+$9.49K	﹤0.01%	3782

Other funds holding GEOS

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Geospace Technologies (GEOS) stake by 6.9% in Q1 2026, selling an estimated $196 and leaving 190 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #5240.

Carson Wealth (CWM LLC) first reported a position in GEOS in Q3 2024 and has held it in 7 quarters since. The position peaked at $10K in Q3 2024. 86 funds tracked by Wall St. Rank hold GEOS as of Q1 2026.

Carson Wealth (CWM LLC) held 190 shares of Geospace Technologies worth $2.32K as of Q1 2026.
Carson Wealth (CWM LLC) sold 14 Geospace Technologies shares in Q1 2026, an estimated $196.
Geospace Technologies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5240 holding.
Carson Wealth (CWM LLC) first reported a position in Geospace Technologies in Q3 2024 and has held it in 7 quarters since.
Carson Wealth (CWM LLC)'s Geospace Technologies position peaked at $10K in Q3 2024.
86 funds tracked by Wall St. Rank held Geospace Technologies as of Q1 2026.

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