Carson Wealth (CWM LLC)
GOGL

Carson Wealth (CWM LLC)’s Golden Ocean Group GOGL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GOGL Stock Details GOGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,019
Closed -$22K – 5377
2025
Q2 		$22K Sell
3,019
-383
-11% -$2.9K ﹤0.01% 3845
2025
Q1 		$27K Buy
3,402
+2,611
+330% +$23.2K ﹤0.01% 3462
2024
Q4 		$7K Sell
791
-2,724
-77% -$29.3K ﹤0.01% 4045
2024
Q3 		$47K Buy
3,515
+2,603
+285% +$32.4K ﹤0.01% 2737
2024
Q2 		$13K Buy
912
+485
+114% +$6.7K ﹤0.01% 3380
2024
Q1 		$6K Buy
427
+5
+1% +$57 ﹤0.01% 3575
2023
Q4 		$4K Hold
422
– – ﹤0.01% 3600
2023
Q3 		$3K Buy
422
+101
+31% +$759 ﹤0.01% 3667
2023
Q2 		$2K Sell
321
-48
-13% -$400 ﹤0.01% 3797
2023
Q1 		$4K Buy
369
+48
+15% +$454 ﹤0.01% 3385
2022
Q4 		$3K Buy
+321
New +$2.79K ﹤0.01% 3411
2022
Q3 		– Sell
-38
Closed – – 4017
2022
Q2 		$0 Hold
38
– – ﹤0.01% 3910
2022
Q1 		$0 Hold
38
– – ﹤0.01% 3643
2021
Q4 		$0 Buy
+38
New +$345 ﹤0.01% 3547
2021
Q2 		$0 Hold
38
– – ﹤0.01% 2960
2021
Q1 		$0 Hold
38
– – ﹤0.01% 2960
2020
Q4 		$0 Hold
38
– – ﹤0.01% 2958
2020
Q3 		$0 Hold
38
– – ﹤0.01% 2958
2020
Q2 		$0 Hold
38
– – ﹤0.01% 2958
2020
Q1 		$0 Hold
38
– – ﹤0.01% 2958
2019
Q4 		$0 Hold
38
– – ﹤0.01% 2957
2019
Q3 		$0 Hold
38
– – ﹤0.01% 2957
2019
Q2 		$0 Hold
38
– – ﹤0.01% 2957
2019
Q1 		$0 Hold
38
– – ﹤0.01% 3076
2018
Q4 		$0 Hold
38
– – ﹤0.01% 2157
2018
Q3 		$0 Buy
+38
New +$344 ﹤0.01% 1909

Other funds holding GOGL

BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GOGL Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Golden Ocean Group (GOGL) in Q3 2025, closing a stake of 3,019 shares — an estimated $22K sold.

Carson Wealth (CWM LLC) first reported a position in GOGL in Q3 2018 and held it in 26 quarters. The position peaked at $47K in Q3 2024. 4 funds tracked by Wall St. Rank hold GOGL as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Golden Ocean Group position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3,019 Golden Ocean Group shares in Q3 2025, an estimated $22K.
  • Carson Wealth (CWM LLC) first reported a position in Golden Ocean Group in Q3 2018 and held it in 26 quarters.
  • Carson Wealth (CWM LLC)'s Golden Ocean Group position peaked at $47K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Golden Ocean Group as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.