Carson Wealth (CWM LLC)
GGT

Carson Wealth (CWM LLC)’s Gabelli Multimedia Trust GGT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GGT Stock Details GGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$130 Hold
33
– – ﹤0.01% 5562
2025
Q4 		$0 Hold
33
– – ﹤0.01% 5460
2025
Q3 		$0 Buy
+33
New +$140 ﹤0.01% 5374

Other funds holding GGT

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.4% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Gabelli Multimedia Trust (GGT) position steady in Q1 2026 at 33 shares worth $130. The position accounts for ﹤0.01% of the portfolio, ranked #5562.

Carson Wealth (CWM LLC) first reported a position in GGT in Q3 2025 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold GGT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 33 shares of Gabelli Multimedia Trust worth $130 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Gabelli Multimedia Trust share count unchanged in Q1 2026.
  • Gabelli Multimedia Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5562 holding.
  • Carson Wealth (CWM LLC) first reported a position in Gabelli Multimedia Trust in Q3 2025 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held Gabelli Multimedia Trust as of Q1 2026.

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