Carson Wealth (CWM LLC)
GLOO

Carson Wealth (CWM LLC)’s Gloo Holdings Inc GLOO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GLOO Stock Details GLOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44.4K Buy
+9,237
New +$53.3K ﹤0.01% 3900

Other funds holding GLOO

GMF
Grace & Mercy Foundation New York $410M AUM 12.09% 1-Year Est. Return
1CM
1492 Capital Management Milwaukee, Wisconsin $263M AUM 61.9% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
SC
Skylands Capital Milwaukee, Wisconsin $763M AUM 26.49% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Gloo Holdings Inc (GLOO) in Q1 2026: 9,237 shares worth $44.4K. The stake represents ﹤0.01% of the portfolio and ranks #3900 among its holdings.

22 funds tracked by Wall St. Rank hold GLOO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,237 shares of Gloo Holdings Inc worth $44.4K as of Q1 2026.
  • Gloo Holdings Inc was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Gloo Holdings Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3900 holding.
  • 22 funds tracked by Wall St. Rank held Gloo Holdings Inc as of Q1 2026.

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