Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s GrowGeneration GRWG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GRWG Stock Details GRWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$145 Sell
132
-52
-28% -$65 ﹤0.01% 5554
2025
Q4 		$0 Sell
184
-13
-7% -$21 ﹤0.01% 5464
2025
Q3 		$0 Sell
197
-1,990
-91% -$2.73K ﹤0.01% 5378
2025
Q2 		$2K Sell
2,187
-564
-21% -$602 ﹤0.01% 4884
2025
Q1 		$3K Buy
2,751
+2,643
+2,447% +$3.54K ﹤0.01% 4625
2024
Q4 		$0 Sell
108
-805
-88% -$1.54K ﹤0.01% 5000
2024
Q3 		$2K Sell
913
-1,958
-68% -$4.2K ﹤0.01% 4395
2024
Q2 		$6K Buy
2,871
+1,529
+114% +$3.88K ﹤0.01% 3774
2024
Q1 		$4K Sell
1,342
-501
-27% -$1.16K ﹤0.01% 3760
2023
Q4 		$5K Sell
1,843
-21
-1% -$51 ﹤0.01% 3511
2023
Q3 		$5K Hold
1,864
– – ﹤0.01% 3457
2023
Q2 		$6K Sell
1,864
-3,403
-65% -$12K ﹤0.01% 3348
2023
Q1 		$18K Buy
5,267
+142
+3% +$607 ﹤0.01% 2572
2022
Q4 		$20K Sell
5,125
-513
-9% -$2.45K ﹤0.01% 2362
2022
Q3 		$20K Buy
5,638
+513
+10% +$2.37K ﹤0.01% 2218
2022
Q2 		$18K Buy
5,125
+739
+17% +$4.21K ﹤0.01% 2184
2022
Q1 		$40K Buy
4,386
+1,428
+48% +$12.9K ﹤0.01% 1700
2021
Q4 		$39K Buy
+2,958
New +$56.7K ﹤0.01% 1675
2021
Q2 		$116K Hold
2,416
– – ﹤0.01% 1082
2021
Q1 		$116K Hold
2,416
– – ﹤0.01% 1082
2020
Q4 		$116K Hold
2,416
– – ﹤0.01% 1082
2020
Q3 		$116K Hold
2,416
– – ﹤0.01% 1082
2020
Q2 		$116K Hold
2,416
– – ﹤0.01% 1082
2020
Q1 		$116K Hold
2,416
– – ﹤0.01% 1082
2019
Q4 		$116K Buy
+2,416
New +$10.3K ﹤0.01% 1082

Other funds holding GRWG

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MAM
Monaco Asset Management Monaco $542M AUM 54.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its GrowGeneration (GRWG) stake by 28% in Q1 2026, selling an estimated $65 and leaving 132 shares worth $145. The position accounts for ﹤0.01% of the portfolio, ranked #5554.

Carson Wealth (CWM LLC) first reported a position in GRWG in Q4 2019 and has held it in 25 quarters since. The position peaked at $116K in Q2 2021. 95 funds tracked by Wall St. Rank hold GRWG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 132 shares of GrowGeneration worth $145 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 52 GrowGeneration shares in Q1 2026, an estimated $65.
  • GrowGeneration made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5554 holding.
  • Carson Wealth (CWM LLC) first reported a position in GrowGeneration in Q4 2019 and has held it in 25 quarters since.
  • Carson Wealth (CWM LLC)'s GrowGeneration position peaked at $116K in Q2 2021.
  • 95 funds tracked by Wall St. Rank held GrowGeneration as of Q1 2026.

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