Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s GitLab GTLB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GTLB Stock Details GTLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.63M Buy
260,178
+35,309
+16% +$1.03M 0.01% 756
2025
Q4 		$8.44M Buy
224,869
+150,717
+203% +$6.52M 0.02% 580
2025
Q3 		$3.34M Buy
74,152
+14,367
+24% +$657K 0.01% 880
2025
Q2 		$2.7M Sell
59,785
-17,698
-23% -$809K 0.01% 837
2025
Q1 		$3.64M Sell
77,483
-18
-0% -$1.1K 0.01% 619
2024
Q4 		$4.37M Buy
77,501
+11,978
+18% +$698K 0.02% 509
2024
Q3 		$3.38M Buy
65,523
+19,022
+41% +$951K 0.01% 548
2024
Q2 		$2.31M Buy
46,501
+9,272
+25% +$482K 0.01% 609
2024
Q1 		$2.17M Buy
37,229
+33,841
+999% +$2.22M 0.01% 600
2023
Q4 		$213K Buy
3,388
+654
+24% +$33.1K ﹤0.01% 1404
2023
Q3 		$124K Buy
2,734
+99
+4% +$4.74K ﹤0.01% 1519
2023
Q2 		$135K Buy
2,635
+1,293
+96% +$48K ﹤0.01% 1416
2023
Q1 		$46K Buy
+1,342
New +$59K ﹤0.01% 1919

Other funds holding GTLB

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its GitLab (GTLB) stake by 16% in Q1 2026, buying an estimated $1.03M and bringing the position to 260,178 shares worth $5.63M. The position accounts for 0.01% of the portfolio, ranked #756.

Carson Wealth (CWM LLC) first reported a position in GTLB in Q1 2023 and has held it in 13 quarters since. The position peaked at $8.44M in Q4 2025. 371 funds tracked by Wall St. Rank hold GTLB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 260,178 shares of GitLab worth $5.63M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 35,309 GitLab shares in Q1 2026, an estimated $1.03M.
  • GitLab made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #756 holding.
  • Carson Wealth (CWM LLC) first reported a position in GitLab in Q1 2023 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s GitLab position peaked at $8.44M in Q4 2025.
  • 371 funds tracked by Wall St. Rank held GitLab as of Q1 2026.

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