Carson Wealth (CWM LLC)
GWRS icon

Carson Wealth (CWM LLC)’s Global Water Resources GWRS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GWRS Stock Details GWRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$114K Buy
15,060
+1,125
+8% +$9.47K ﹤0.01% 3149
2025
Q4 		$118K Sell
13,935
-983
-7% -$9.25K ﹤0.01% 2941
2025
Q3 		$154K Buy
14,918
+932
+7% +$9.3K ﹤0.01% 2648
2025
Q2 		$143K Buy
13,986
+918
+7% +$9.44K ﹤0.01% 2433
2025
Q1 		$135K Buy
13,068
+22
+0.2% +$250 ﹤0.01% 2177
2024
Q4 		$150K Buy
13,046
+32
+0.2% +$401 ﹤0.01% 2020
2024
Q3 		$164K Buy
13,014
+101
+0.8% +$1.26K ﹤0.01% 1868
2024
Q2 		$156K Buy
12,913
+114
+0.9% +$1.42K ﹤0.01% 1720
2024
Q1 		$164K Buy
12,799
+33
+0.3% +$413 ﹤0.01% 1605
2023
Q4 		$167K Buy
12,766
+1,970
+18% +$22.2K ﹤0.01% 1497
2023
Q3 		$105K Buy
10,796
+10,786
+107,860% +$127K ﹤0.01% 1593
2023
Q2 		$0 Buy
+10
New +$118 ﹤0.01% 4295

Other funds holding GWRS

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Global Water Resources (GWRS) stake by 8.1% in Q1 2026, buying an estimated $9.47K and bringing the position to 15,060 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #3149.

Carson Wealth (CWM LLC) first reported a position in GWRS in Q2 2023 and has held it in 12 quarters since. The position peaked at $167K in Q4 2023. 98 funds tracked by Wall St. Rank hold GWRS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 15,060 shares of Global Water Resources worth $114K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,125 Global Water Resources shares in Q1 2026, an estimated $9.47K.
  • Global Water Resources made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3149 holding.
  • Carson Wealth (CWM LLC) first reported a position in Global Water Resources in Q2 2023 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s Global Water Resources position peaked at $167K in Q4 2023.
  • 98 funds tracked by Wall St. Rank held Global Water Resources as of Q1 2026.

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