Carson Wealth (CWM LLC)
GGB icon

Carson Wealth (CWM LLC)’s Gerdau GGB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GGB Stock Details GGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$856 Hold
237
– – ﹤0.01% 5417
2025
Q4 		$1K Hold
237
– – ﹤0.01% 5218
2025
Q3 		$1K Buy
237
+100
+73% +$303 ﹤0.01% 5123
2025
Q2 		$0 Sell
137
-91
-40% -$249 ﹤0.01% 5177
2025
Q1 		$1K Sell
228
-1,112
-83% -$3.25K ﹤0.01% 4906
2024
Q4 		$4K Sell
1,340
-330
-20% -$1.09K ﹤0.01% 4307
2024
Q3 		$6K Sell
1,670
-1,047
-39% -$3.43K ﹤0.01% 4002
2024
Q2 		$9K Sell
2,717
-129
-5% -$456 ﹤0.01% 3601
2024
Q1 		$10K Buy
2,846
+1,686
+145% +$6.1K ﹤0.01% 3327
2023
Q4 		$5K Sell
1,160
-3,093
-73% -$11.8K ﹤0.01% 3509
2023
Q3 		$17K Buy
4,253
+76
+2% +$338 ﹤0.01% 2785
2023
Q2 		$18K Buy
4,177
+2,517
+152% +$10.5K ﹤0.01% 2708
2023
Q1 		$7K Sell
1,660
-762
-31% -$3.41K ﹤0.01% 3140
2022
Q4 		$11K Sell
2,422
-836
-26% -$3.6K ﹤0.01% 2747
2022
Q3 		$12K Buy
3,258
+2,168
+199% +$7.88K ﹤0.01% 2562
2022
Q2 		$4K Buy
1,090
+970
+808% +$4.32K ﹤0.01% 3079
2022
Q1 		$1K Hold
120
– – ﹤0.01% 3345
2021
Q4 		$0 Buy
+120
New +$456 ﹤0.01% 3544
2019
Q1 		– Sell
-11,146
Closed -$33K – 3071
2018
Q4 		$33K Hold
11,146
– – ﹤0.01% 985
2018
Q3 		$37K Hold
11,146
– – ﹤0.01% 808
2018
Q2 		$31K Hold
11,146
– – ﹤0.01% 734
2018
Q1 		$41K Hold
11,146
– – ﹤0.01% 589
2017
Q4 		$33K Hold
11,146
– – ﹤0.01% 606
2017
Q3 		$30K Hold
11,146
– – ﹤0.01% 621
2017
Q2 		$27K Buy
+11,146
New +$26.3K ﹤0.01% 585

Other funds holding GGB

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $306M AUM 23.06% 1-Year Est. Return
AF
Aquamarine Financial George Town $1.81B AUM 38.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Gerdau (GGB) position steady in Q1 2026 at 237 shares worth $856. The position accounts for ﹤0.01% of the portfolio, ranked #5417.

Carson Wealth (CWM LLC) first reported a position in GGB in Q2 2017 and has held it in 25 quarters since. The position peaked at $41K in Q1 2018. 194 funds tracked by Wall St. Rank hold GGB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 237 shares of Gerdau worth $856 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Gerdau share count unchanged in Q1 2026.
  • Gerdau made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5417 holding.
  • Carson Wealth (CWM LLC) first reported a position in Gerdau in Q2 2017 and has held it in 25 quarters since.
  • Carson Wealth (CWM LLC)'s Gerdau position peaked at $41K in Q1 2018.
  • 194 funds tracked by Wall St. Rank held Gerdau as of Q1 2026.

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