Carson Wealth (CWM LLC)
GWH icon

Carson Wealth (CWM LLC)’s ESS Tech GWH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GWH Stock Details GWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7 Sell
6
-2,666
-100% -$4.11K ﹤0.01% 5650
2025
Q4 		$5K Buy
2,672
+6
+0.2% +$19 ﹤0.01% 4809
2025
Q3 		$4K Hold
2,666
– – ﹤0.01% 4811
2025
Q2 		$4K Hold
2,666
– – ﹤0.01% 4681
2025
Q1 		$9K Hold
2,666
– – ﹤0.01% 4157
2024
Q4 		$16K Hold
2,666
– – ﹤0.01% 3585
2024
Q3 		$17K Sell
2,666
-75
-3% -$679 ﹤0.01% 3458
2024
Q2 		$34K Buy
+2,741
New +$30.9K ﹤0.01% 2753
2023
Q1 		– Sell
-4
Closed – – 4168
2022
Q4 		$0 Buy
+4
New +$205 ﹤0.01% 4086

Other funds holding GWH

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
HCM
Heights Capital Management San Francisco, California $433M AUM 8.69% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return
VCM
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
SC
Shay Capital New York $1.56B AUM 46.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $149M AUM 118.1% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its ESS Tech (GWH) stake by 100% in Q1 2026, selling an estimated $4.11K and leaving 6 shares worth $7. The position accounts for ﹤0.01% of the portfolio, ranked #5650.

Carson Wealth (CWM LLC) first reported a position in GWH in Q4 2022 and has held it in 9 quarters since. The position peaked at $34K in Q2 2024. 51 funds tracked by Wall St. Rank hold GWH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6 shares of ESS Tech worth $7 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,666 ESS Tech shares in Q1 2026, an estimated $4.11K.
  • ESS Tech made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5650 holding.
  • Carson Wealth (CWM LLC) first reported a position in ESS Tech in Q4 2022 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s ESS Tech position peaked at $34K in Q2 2024.
  • 51 funds tracked by Wall St. Rank held ESS Tech as of Q1 2026.

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