Carson Wealth (CWM LLC)
GOOS

Carson Wealth (CWM LLC)’s Canada Goose Holdings GOOS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GOOS Stock Details GOOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-133
Closed -$2K – 5734
2025
Q4 		$2K Buy
133
+38
+40% +$506 ﹤0.01% 5085
2025
Q3 		$1K Hold
95
– – ﹤0.01% 5126
2025
Q2 		$1K Buy
+95
New +$921 ﹤0.01% 5005

Other funds holding GOOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
ICP
Ilex Capital Partners London, United Kingdom $4.88B AUM 4.49% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Canada Goose Holdings (GOOS) in Q1 2026, closing a stake of 133 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in GOOS in Q2 2025 and held it in 3 quarters. The position peaked at $2K in Q4 2025. 117 funds tracked by Wall St. Rank hold GOOS as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Canada Goose Holdings position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 133 Canada Goose Holdings shares in Q1 2026, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Canada Goose Holdings in Q2 2025 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Canada Goose Holdings position peaked at $2K in Q4 2025.
  • 117 funds tracked by Wall St. Rank held Canada Goose Holdings as of Q1 2026.

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