Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Global Industrial GIC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GIC Stock Details GIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$164K Buy
5,200
+707
+16% +$22.2K ﹤0.01% 2893
2025
Q4 		$131K Sell
4,493
-303
-6% -$9.23K ﹤0.01% 2871
2025
Q3 		$176K Buy
4,796
+193
+4% +$6.47K ﹤0.01% 2541
2025
Q2 		$124K Buy
4,603
+2,989
+185% +$75.1K ﹤0.01% 2539
2025
Q1 		$36K Buy
1,614
+1,053
+188% +$25.2K ﹤0.01% 3242
2024
Q4 		$14K Sell
561
-563
-50% -$16.4K ﹤0.01% 3674
2024
Q3 		$38K Buy
1,124
+554
+97% +$18.2K ﹤0.01% 2905
2024
Q2 		$18K Sell
570
-1,263
-69% -$46.3K ﹤0.01% 3179
2024
Q1 		$82K Sell
1,833
-7,524
-80% -$321K ﹤0.01% 1999
2023
Q4 		$363K Buy
9,357
+9,150
+4,420% +$326K ﹤0.01% 1185
2023
Q3 		$7K Hold
207
– – ﹤0.01% 3293
2023
Q2 		$6K Hold
207
– – ﹤0.01% 3347
2023
Q1 		$6K Hold
207
– – ﹤0.01% 3203
2022
Q4 		$5K Buy
207
+7
+4% +$182 ﹤0.01% 3172
2022
Q3 		$5K Hold
200
– – ﹤0.01% 3066
2022
Q2 		$7K Buy
+200
New +$6.54K ﹤0.01% 2797

Other funds holding GIC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Global Industrial (GIC) stake by 16% in Q1 2026, buying an estimated $22.2K and bringing the position to 5,200 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #2893.

Carson Wealth (CWM LLC) first reported a position in GIC in Q2 2022 and has held it in 16 quarters since. The position peaked at $363K in Q4 2023. 170 funds tracked by Wall St. Rank hold GIC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,200 shares of Global Industrial worth $164K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 707 Global Industrial shares in Q1 2026, an estimated $22.2K.
  • Global Industrial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2893 holding.
  • Carson Wealth (CWM LLC) first reported a position in Global Industrial in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Global Industrial position peaked at $363K in Q4 2023.
  • 170 funds tracked by Wall St. Rank held Global Industrial as of Q1 2026.

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