Carson Wealth (CWM LLC)
GPMT

Carson Wealth (CWM LLC)’s Granite Point Mortgage Trust GPMT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GPMT Stock Details GPMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.93K Sell
133
-89
-40% -$1.71K ﹤0.01% 5287
2025
Q4 		$5K Sell
222
-103
-32% -$2.76K ﹤0.01% 4807
2025
Q3 		$10K Sell
325
-625
-66% -$17.3K ﹤0.01% 4472
2025
Q2 		$23K Sell
950
-555
-37% -$12.5K ﹤0.01% 3821
2025
Q1 		$39K Buy
1,505
+1,184
+369% +$33.7K ﹤0.01% 3183
2024
Q4 		$9K Buy
321
+150
+88% +$4.72K ﹤0.01% 3927
2024
Q3 		$5K Buy
171
+109
+176% +$3.08K ﹤0.01% 4101
2024
Q2 		$2K Buy
62
+54
+675% +$2K ﹤0.01% 4210
2024
Q1 		$0 Hold
8
– – ﹤0.01% 4485
2023
Q4 		$0 Sell
8
-34
-81% -$1.71K ﹤0.01% 4283
2023
Q3 		$2K Hold
42
– – ﹤0.01% 3802
2023
Q2 		$2K Buy
42
+18
+75% +$854 ﹤0.01% 3798
2023
Q1 		$1K Sell
24
-78
-76% -$4.54K ﹤0.01% 3836
2022
Q4 		$5K Buy
102
+67
+191% +$4.35K ﹤0.01% 3175
2022
Q3 		$2K Buy
35
+25
+250% +$2.37K ﹤0.01% 3464
2022
Q2 		$1K Buy
+10
New +$1.02K ﹤0.01% 3547
2022
Q1 		– Sell
-44
Closed -$5K – 3645
2021
Q4 		$5K Buy
+44
New +$5.63K ﹤0.01% 2720
2019
Q1 		– Sell
-83
Closed -$15K – 3077
2018
Q4 		$15K Buy
+83
New +$15.4K ﹤0.01% 1216

Other funds holding GPMT

GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CWA
Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
PUI
Purpose Unlimited Inc Toronto $2.62B AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Granite Point Mortgage Trust (GPMT) stake by 40% in Q1 2026, selling an estimated $1.71K and leaving 133 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #5287.

Carson Wealth (CWM LLC) first reported a position in GPMT in Q4 2018 and has held it in 18 quarters since. The position peaked at $39K in Q1 2025. 86 funds tracked by Wall St. Rank hold GPMT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 133 shares of Granite Point Mortgage Trust worth $1.93K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 89 Granite Point Mortgage Trust shares in Q1 2026, an estimated $1.71K.
  • Granite Point Mortgage Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5287 holding.
  • Carson Wealth (CWM LLC) first reported a position in Granite Point Mortgage Trust in Q4 2018 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Granite Point Mortgage Trust position peaked at $39K in Q1 2025.
  • 86 funds tracked by Wall St. Rank held Granite Point Mortgage Trust as of Q1 2026.

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