Carson Wealth (CWM LLC)’s Global Partners GLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.9K	Buy	69 +11	+19%	+$509	﹤0.01%	5193
2025 Q4	$2K	Hold	58	–	–	﹤0.01%	5083
2025 Q3	$3K	Sell	58 -142	-71%	-$7.28K	﹤0.01%	4896
2025 Q2	$11K	Hold	200	–	–	﹤0.01%	4237
2025 Q1	$11K	Hold	200	–	–	﹤0.01%	4055
2024 Q4	$9K	Hold	200	–	–	﹤0.01%	3926
2024 Q3	$9K	Hold	200	–	–	﹤0.01%	3825
2024 Q2	$9K	Sell	200 -338	-63%	-$15.6K	﹤0.01%	3602
2024 Q1	$24K	Buy	538 +5	+0.9%	+$228	﹤0.01%	2775
2023 Q4	$23K	Buy	533 +207	+63%	+$7.1K	﹤0.01%	2688
2023 Q3	$12K	Buy	326 +7	+2%	+$224	﹤0.01%	3039
2023 Q2	$10K	Buy	+319	New	+$9.72K	﹤0.01%	3076
2022 Q4	–	Sell	-4,000	Closed	-$99K	–	4073
2022 Q3	$99K	Sell	4,000 -837	-17%	-$22.5K	﹤0.01%	1331
2022 Q2	$114K	Hold	4,837	–	–	﹤0.01%	1264
2022 Q1	$132K	Hold	4,837	–	–	﹤0.01%	1218
2021 Q4	$114K	Buy	+4,837	New	+$111K	﹤0.01%	1247

Other funds holding GLP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hartree Partners New York $467M AUM 66.71% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Global Partners (GLP) stake by 19% in Q1 2026, buying an estimated $509 and bringing the position to 69 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #5193.

Carson Wealth (CWM LLC) first reported a position in GLP in Q4 2021 and has held it in 16 quarters since. The position peaked at $132K in Q1 2022. 104 funds tracked by Wall St. Rank hold GLP as of Q1 2026.

Carson Wealth (CWM LLC) held 69 shares of Global Partners worth $2.9K as of Q1 2026.
Carson Wealth (CWM LLC) bought 11 Global Partners shares in Q1 2026, an estimated $509.
Global Partners made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5193 holding.
Carson Wealth (CWM LLC) first reported a position in Global Partners in Q4 2021 and has held it in 16 quarters since.
Carson Wealth (CWM LLC)'s Global Partners position peaked at $132K in Q1 2022.
104 funds tracked by Wall St. Rank held Global Partners as of Q1 2026.

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