Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Green Brick Partners GRBK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GRBK Stock Details GRBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$401K Buy
6,225
+301
+5% +$21.2K ﹤0.01% 2176
2025
Q4 		$371K Buy
5,924
+1,011
+21% +$66.7K ﹤0.01% 2113
2025
Q3 		$363K Buy
4,913
+1,959
+66% +$134K ﹤0.01% 1983
2025
Q2 		$186K Sell
2,954
-4
-0.1% -$237 ﹤0.01% 2233
2025
Q1 		$172K Buy
2,958
+352
+14% +$20.8K ﹤0.01% 2032
2024
Q4 		$147K Buy
2,606
+83
+3% +$5.89K ﹤0.01% 2034
2024
Q3 		$211K Buy
2,523
+49
+2% +$3.54K ﹤0.01% 1727
2024
Q2 		$142K Buy
2,474
+39
+2% +$2.18K ﹤0.01% 1769
2024
Q1 		$147K Buy
2,435
+2
+0.1% +$107 ﹤0.01% 1668
2023
Q4 		$126K Sell
2,433
-31
-1% -$1.41K ﹤0.01% 1622
2023
Q3 		$102K Hold
2,464
– – ﹤0.01% 1616
2023
Q2 		$140K Hold
2,464
– – ﹤0.01% 1395
2023
Q1 		$86K Hold
2,464
– – ﹤0.01% 1571
2022
Q4 		$60K Sell
2,464
-75
-3% -$1.73K ﹤0.01% 1631
2022
Q3 		$54K Buy
2,539
+106
+4% +$2.61K ﹤0.01% 1624
2022
Q2 		$48K Hold
2,433
– – ﹤0.01% 1649
2022
Q1 		$48K Hold
2,433
– – ﹤0.01% 1629
2021
Q4 		$74K Buy
+2,433
New +$63.8K ﹤0.01% 1422
2021
Q2 		$55K Hold
2,433
– – ﹤0.01% 1359
2021
Q1 		$55K Hold
2,433
– – ﹤0.01% 1359
2020
Q4 		$55K Hold
2,433
– – ﹤0.01% 1359
2020
Q3 		$55K Hold
2,433
– – ﹤0.01% 1359
2020
Q2 		$55K Hold
2,433
– – ﹤0.01% 1359
2020
Q1 		$55K Hold
2,433
– – ﹤0.01% 1359
2019
Q4 		$55K Hold
2,433
– – ﹤0.01% 1359
2019
Q3 		$55K Hold
2,433
– – ﹤0.01% 1359
2019
Q2 		$55K Hold
2,433
– – ﹤0.01% 1359
2019
Q1 		$55K Hold
2,433
– – ﹤0.01% 1359
2018
Q4 		$18K Hold
2,433
– – ﹤0.01% 1176
2018
Q3 		$25K Buy
+2,433
New +$24.4K ﹤0.01% 904

Other funds holding GRBK

DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Green Brick Partners (GRBK) stake by 5.1% in Q1 2026, buying an estimated $21.2K and bringing the position to 6,225 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #2176.

Carson Wealth (CWM LLC) first reported a position in GRBK in Q3 2018 and has held it in 30 quarters since. 315 funds tracked by Wall St. Rank hold GRBK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,225 shares of Green Brick Partners worth $401K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 301 Green Brick Partners shares in Q1 2026, an estimated $21.2K.
  • Green Brick Partners made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2176 holding.
  • Carson Wealth (CWM LLC) first reported a position in Green Brick Partners in Q3 2018 and has held it in 30 quarters since.
  • 315 funds tracked by Wall St. Rank held Green Brick Partners as of Q1 2026.

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