Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Granite Ridge Resources GRNT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GRNT Stock Details GRNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$301K Sell
51,331
-24,477
-32% -$123K ﹤0.01% 2375
2025
Q4 		$356K Sell
75,808
-5,671
-7% -$29.3K ﹤0.01% 2146
2025
Q3 		$441K Buy
81,479
+58,820
+260% +$321K ﹤0.01% 1870
2025
Q2 		$144K Buy
22,659
+12,068
+114% +$66.5K ﹤0.01% 2428
2025
Q1 		$64K Buy
10,591
+45
+0.4% +$279 ﹤0.01% 2766
2024
Q4 		$68K Sell
10,546
-389
-4% -$2.41K ﹤0.01% 2565
2024
Q3 		$65K Buy
10,935
+721
+7% +$4.62K ﹤0.01% 2492
2024
Q2 		$65K Buy
10,214
+9,978
+4,228% +$64.4K ﹤0.01% 2280
2024
Q1 		$2K Buy
+236
New +$1.39K ﹤0.01% 3980
2023
Q4 		– Sell
-115
Closed -$1K – 4286
2023
Q3 		$1K Buy
+115
New +$803 ﹤0.01% 3989

Other funds holding GRNT

GREM
Grey Rock Energy Management Dallas, Texas $324M AUM 3.45% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
URS
Utah Retirement Systems Salt Lake City, Utah $9.78B AUM 28.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GU
Georgetown University Washington, District of Columbia $221M AUM 18.62% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Carson Wealth (CWM LLC) reduced its Granite Ridge Resources (GRNT) stake by 32% in Q1 2026, selling an estimated $123K and leaving 51,331 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #2375.

Carson Wealth (CWM LLC) first reported a position in GRNT in Q3 2023 and has held it in 10 quarters since. The position peaked at $441K in Q3 2025. 156 funds tracked by Wall St. Rank hold GRNT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 51,331 shares of Granite Ridge Resources worth $301K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 24,477 Granite Ridge Resources shares in Q1 2026, an estimated $123K.
  • Granite Ridge Resources made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2375 holding.
  • Carson Wealth (CWM LLC) first reported a position in Granite Ridge Resources in Q3 2023 and has held it in 10 quarters since.
  • Carson Wealth (CWM LLC)'s Granite Ridge Resources position peaked at $441K in Q3 2025.
  • 156 funds tracked by Wall St. Rank held Granite Ridge Resources as of Q1 2026.

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