Carson Wealth (CWM LLC)’s State Street SPDR S&P Global Natural Resources ETF GNR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$225K	Buy	3,012 +2,460	+446%	+$174K	﹤0.01%	2634
2025 Q4	$34K	Sell	552 -312	-36%	-$18.8K	﹤0.01%	3868
2025 Q3	$51K	Buy	864 +504	+140%	+$28.6K	﹤0.01%	3519
2025 Q2	$20K	Hold	360	–	–	﹤0.01%	3905
2025 Q1	$19K	Hold	360	–	–	﹤0.01%	3703
2024 Q4	$18K	Hold	360	–	–	﹤0.01%	3512
2024 Q3	$21K	Hold	360	–	–	﹤0.01%	3318
2024 Q2	$20K	Sell	360 -27	-7%	-$1.57K	﹤0.01%	3111
2024 Q1	$22K	Sell	387 -973	-72%	-$52.9K	﹤0.01%	2824
2023 Q4	$77K	Buy	1,360 +1,299	+2,130%	+$71.4K	﹤0.01%	1906
2023 Q3	$3K	Buy	+61	New	+$3.41K	﹤0.01%	3666
2022 Q3	–	Sell	-124	Closed	-$6.53K	–	4016
2022 Q2	$6K	Sell	124 -132	-52%	-$7.93K	﹤0.01%	2884
2022 Q1	$16K	Buy	256 +98	+62%	+$5.74K	﹤0.01%	2219
2021 Q4	$9K	Buy	+158	New	+$8.47K	﹤0.01%	2408

Other funds holding GNR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

HMH

Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its State Street SPDR S&P Global Natural Resources ETF (GNR) stake by 446% in Q1 2026, buying an estimated $174K and bringing the position to 3,012 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #2634.

Carson Wealth (CWM LLC) first reported a position in GNR in Q4 2021 and has held it in 14 quarters since. 291 funds tracked by Wall St. Rank hold GNR as of Q1 2026.

Carson Wealth (CWM LLC) held 3,012 shares of State Street SPDR S&P Global Natural Resources ETF worth $225K as of Q1 2026.
Carson Wealth (CWM LLC) bought 2,460 State Street SPDR S&P Global Natural Resources ETF shares in Q1 2026, an estimated $174K.
State Street SPDR S&P Global Natural Resources ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2634 holding.
Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q4 2021 and has held it in 14 quarters since.
291 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q1 2026.

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