Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Goldgroup Mining GORO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GORO Stock Details GORO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$143 Hold
30
– – ﹤0.01% 5555
2025
Q4 		$0 Sell
30
-6,490
-100% -$20.7K ﹤0.01% 5463
2025
Q3 		$22K Hold
6,520
– – ﹤0.01% 4067
2025
Q2 		$16K Buy
6,520
+30
+0.5% +$65 ﹤0.01% 4035
2025
Q1 		$13K Hold
6,490
– – ﹤0.01% 3957
2024
Q4 		$6K Hold
6,490
– – ﹤0.01% 4116
2024
Q3 		$9K Hold
6,490
– – ﹤0.01% 3827
2024
Q2 		$10K Hold
6,490
– – ﹤0.01% 3540
2024
Q1 		$11K Hold
6,490
– – ﹤0.01% 3279
2023
Q4 		$10K Hold
6,490
– – ﹤0.01% 3175
2023
Q3 		$11K Sell
6,490
-1
-0% -$2 ﹤0.01% 3079
2023
Q2 		$16K Hold
6,491
– – ﹤0.01% 2781
2023
Q1 		$27K Buy
6,491
+1
+0% +$5 ﹤0.01% 2289
2022
Q4 		$40K Hold
6,490
– – ﹤0.01% 1876
2022
Q3 		$43K Hold
6,490
– – ﹤0.01% 1730
2022
Q2 		$42K Buy
6,490
+2,500
+63% +$19.6K ﹤0.01% 1699
2022
Q1 		$36K Hold
3,990
– – ﹤0.01% 1762
2021
Q4 		$25K Buy
+3,990
New +$29K ﹤0.01% 1868

Other funds holding GORO

FWWM
Fiscal Wisdom Wealth Management Canton, Connecticut $118M AUM 72.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Goldgroup Mining (GORO) position steady in Q1 2026 at 30 shares worth $143. The position accounts for ﹤0.01% of the portfolio, ranked #5555.

Carson Wealth (CWM LLC) first reported a position in GORO in Q4 2021 and has held it in 18 quarters since. The position peaked at $43K in Q3 2022. 75 funds tracked by Wall St. Rank hold GORO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 30 shares of Goldgroup Mining worth $143 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Goldgroup Mining share count unchanged in Q1 2026.
  • Goldgroup Mining made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5555 holding.
  • Carson Wealth (CWM LLC) first reported a position in Goldgroup Mining in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Goldgroup Mining position peaked at $43K in Q3 2022.
  • 75 funds tracked by Wall St. Rank held Goldgroup Mining as of Q1 2026.

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