Carson Wealth (CWM LLC)’s Guaranty Bancshares GNTY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,213	Closed	-$59K	–	5462
2025 Q3	$59K	Buy	1,213 +555	+84%	+$26K	﹤0.01%	3391
2025 Q2	$28K	Buy	658 +185	+39%	+$7.49K	﹤0.01%	3689
2025 Q1	$19K	Buy	473 +142	+43%	+$5.59K	﹤0.01%	3704
2024 Q4	$11K	Buy	331 +21	+7%	+$736	﹤0.01%	3812
2024 Q3	$11K	Buy	310 +219	+241%	+$7.24K	﹤0.01%	3733
2024 Q2	$3K	Buy	91 +90	+9,000%	+$2.64K	﹤0.01%	4071
2024 Q1	$0	Buy	+1	New	+$31	﹤0.01%	4482
2023 Q2	–	Sell	-565	Closed	-$16K	–	4289
2023 Q1	$16K	Buy	565 +292	+107%	+$9.24K	﹤0.01%	2651
2022 Q4	$9K	Hold	273	–	–	﹤0.01%	2851
2022 Q3	$9K	Hold	273	–	–	﹤0.01%	2748
2022 Q2	$10K	Hold	273	–	–	﹤0.01%	2581
2022 Q1	$10K	Buy	+273	New	+$9.91K	﹤0.01%	2472

Other funds holding GNTY

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GNTY Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Guaranty Bancshares (GNTY) in Q4 2025, closing a stake of 1,213 shares — an estimated $59K sold.

Carson Wealth (CWM LLC) first reported a position in GNTY in Q1 2022 and held it in 12 quarters. The position peaked at $59K in Q3 2025. 1 fund tracked by Wall St. Rank holds GNTY as of Q4 2025.

Carson Wealth (CWM LLC) reported no remaining Guaranty Bancshares position as of Q4 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1,213 Guaranty Bancshares shares in Q4 2025, an estimated $59K.
Carson Wealth (CWM LLC) first reported a position in Guaranty Bancshares in Q1 2022 and held it in 12 quarters.
Carson Wealth (CWM LLC)'s Guaranty Bancshares position peaked at $59K in Q3 2025.
1 fund tracked by Wall St. Rank held Guaranty Bancshares as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.