Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Global Net Lease GNL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GNL Stock Details GNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$321K Buy
34,316
+650
+2% +$6.12K ﹤0.01% 2336
2025
Q4 		$290K Sell
33,666
-377
-1% -$3.02K ﹤0.01% 2284
2025
Q3 		$277K Buy
34,043
+11,134
+49% +$85K ﹤0.01% 2194
2025
Q2 		$173K Buy
22,909
+893
+4% +$6.77K ﹤0.01% 2298
2025
Q1 		$177K Buy
22,016
+1,034
+5% +$7.77K ﹤0.01% 2003
2024
Q4 		$153K Sell
20,982
-805
-4% -$6.18K ﹤0.01% 2005
2024
Q3 		$183K Sell
21,787
-1,396
-6% -$11.7K ﹤0.01% 1799
2024
Q2 		$170K Buy
23,183
+4,423
+24% +$32.1K ﹤0.01% 1671
2024
Q1 		$146K Sell
18,760
-1,782
-9% -$14.6K ﹤0.01% 1673
2023
Q4 		$204K Buy
20,542
+2,520
+14% +$22K ﹤0.01% 1419
2023
Q3 		$173K Buy
18,022
+16,973
+1,618% +$183K ﹤0.01% 1365
2023
Q2 		$11K Buy
1,049
+642
+158% +$6.92K ﹤0.01% 3016
2023
Q1 		$5K Hold
407
– – ﹤0.01% 3292
2022
Q4 		$5K Sell
407
-1,013
-71% -$12.6K ﹤0.01% 3174
2022
Q3 		$15K Sell
1,420
-1,562
-52% -$21.8K ﹤0.01% 2419
2022
Q2 		$42K Sell
2,982
-662
-18% -$9.46K ﹤0.01% 1698
2022
Q1 		$57K Buy
3,644
+2,772
+318% +$40.7K ﹤0.01% 1547
2021
Q4 		$13K Buy
+872
New +$13.6K ﹤0.01% 2201

Other funds holding GNL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HPM
Helix Partners Management New York $744M AUM 62.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Global Net Lease (GNL) stake by 1.9% in Q1 2026, buying an estimated $6.12K and bringing the position to 34,316 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #2336.

Carson Wealth (CWM LLC) first reported a position in GNL in Q4 2021 and has held it in 18 quarters since. 357 funds tracked by Wall St. Rank hold GNL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 34,316 shares of Global Net Lease worth $321K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 650 Global Net Lease shares in Q1 2026, an estimated $6.12K.
  • Global Net Lease made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2336 holding.
  • Carson Wealth (CWM LLC) first reported a position in Global Net Lease in Q4 2021 and has held it in 18 quarters since.
  • 357 funds tracked by Wall St. Rank held Global Net Lease as of Q1 2026.

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