Carson Wealth (CWM LLC)
GPGI

Carson Wealth (CWM LLC)’s GPGI Inc GPGI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GPGI Stock Details GPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$67.3K Sell
3,936
-678
-15% -$14.7K ﹤0.01% 3582
2025
Q4 		$89K Buy
4,614
+907
+24% +$18.1K ﹤0.01% 3154
2025
Q3 		$77K Sell
3,707
-110
-3% -$1.9K ﹤0.01% 3177
2025
Q2 		$54K Sell
3,817
-1,258
-25% -$15.4K ﹤0.01% 3220
2025
Q1 		$55K Sell
5,075
-1,266
-20% -$15.5K ﹤0.01% 2896
2024
Q4 		$81K Buy
6,341
+90
+1% +$1.14K ﹤0.01% 2428
2024
Q3 		$73K Buy
6,251
+1,849
+42% +$15.7K ﹤0.01% 2396
2024
Q2 		$25K Buy
4,402
+2,963
+206% +$16.4K ﹤0.01% 2961
2024
Q1 		$9K Buy
+1,439
New +$6.49K ﹤0.01% 3381
2022
Q3 		– Sell
-54
Closed – – 3945
2022
Q2 		$0 Buy
+54
New +$306 ﹤0.01% 3819

Other funds holding GPGI

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
LWCA
Locust Wood Capital Advisers New York $3.95B AUM 33.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its GPGI Inc (GPGI) stake by 15% in Q1 2026, selling an estimated $14.7K and leaving 3,936 shares worth $67.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3582.

Carson Wealth (CWM LLC) first reported a position in GPGI in Q2 2022 and has held it in 10 quarters since. The position peaked at $89K in Q4 2025. 203 funds tracked by Wall St. Rank hold GPGI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,936 shares of GPGI Inc worth $67.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 678 GPGI Inc shares in Q1 2026, an estimated $14.7K.
  • GPGI Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3582 holding.
  • Carson Wealth (CWM LLC) first reported a position in GPGI Inc in Q2 2022 and has held it in 10 quarters since.
  • Carson Wealth (CWM LLC)'s GPGI Inc position peaked at $89K in Q4 2025.
  • 203 funds tracked by Wall St. Rank held GPGI Inc as of Q1 2026.

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