Carson Wealth (CWM LLC)
GOOD

Carson Wealth (CWM LLC)’s Gladstone Commercial Corp GOOD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GOOD Stock Details GOOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$235K Buy
20,603
+3,736
+22% +$43.8K ﹤0.01% 2588
2025
Q4 		$180K Buy
16,867
+4,772
+39% +$53K ﹤0.01% 2656
2025
Q3 		$149K Buy
12,095
+2,367
+24% +$31.5K ﹤0.01% 2675
2025
Q2 		$139K Buy
9,728
+8,185
+530% +$116K ﹤0.01% 2452
2025
Q1 		$23K Sell
1,543
-1,544
-50% -$24.3K ﹤0.01% 3565
2024
Q4 		$50K Buy
3,087
+577
+23% +$9.56K ﹤0.01% 2801
2024
Q3 		$41K Buy
2,510
+1,738
+225% +$26.1K ﹤0.01% 2841
2024
Q2 		$11K Buy
772
+50
+7% +$696 ﹤0.01% 3485
2024
Q1 		$10K Hold
722
– – ﹤0.01% 3329
2023
Q4 		$10K Hold
722
– – ﹤0.01% 3174
2023
Q3 		$9K Hold
722
– – ﹤0.01% 3189
2023
Q2 		$9K Sell
722
-50
-6% -$600 ﹤0.01% 3132
2023
Q1 		$10K Sell
772
-60
-7% -$912 ﹤0.01% 2945
2022
Q4 		$15K Sell
832
-842
-50% -$15K ﹤0.01% 2558
2022
Q3 		$26K Sell
1,674
-47
-3% -$895 ﹤0.01% 2055
2022
Q2 		$32K Buy
1,721
+48
+3% +$976 ﹤0.01% 1849
2022
Q1 		$37K Buy
1,673
+10
+0.6% +$225 ﹤0.01% 1748
2021
Q4 		$43K Buy
+1,663
New +$37.7K ﹤0.01% 1637
2021
Q2 		$15K Hold
663
– – ﹤0.01% 1926
2021
Q1 		$15K Hold
663
– – ﹤0.01% 1926
2020
Q4 		$15K Hold
663
– – ﹤0.01% 1926
2020
Q3 		$15K Hold
663
– – ﹤0.01% 1926
2020
Q2 		$15K Hold
663
– – ﹤0.01% 1926
2020
Q1 		$15K Hold
663
– – ﹤0.01% 1925
2019
Q4 		$15K Hold
663
– – ﹤0.01% 1925
2019
Q3 		$15K Hold
663
– – ﹤0.01% 1925
2019
Q2 		$15K Hold
663
– – ﹤0.01% 1925
2019
Q1 		$15K Buy
+663
New +$13.4K ﹤0.01% 1925

Other funds holding GOOD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Gladstone Commercial Corp (GOOD) stake by 22% in Q1 2026, buying an estimated $43.8K and bringing the position to 20,603 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #2588.

Carson Wealth (CWM LLC) first reported a position in GOOD in Q1 2019 and has held it in 28 quarters since. 204 funds tracked by Wall St. Rank hold GOOD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 20,603 shares of Gladstone Commercial Corp worth $235K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,736 Gladstone Commercial Corp shares in Q1 2026, an estimated $43.8K.
  • Gladstone Commercial Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2588 holding.
  • Carson Wealth (CWM LLC) first reported a position in Gladstone Commercial Corp in Q1 2019 and has held it in 28 quarters since.
  • 204 funds tracked by Wall St. Rank held Gladstone Commercial Corp as of Q1 2026.

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