Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s HighPeak Energy HPK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HPK Stock Details HPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$172K Buy
24,875
+24,641
+10,530% +$129K ﹤0.01% 2851
2025
Q4 		$1K Sell
234
-301
-56% -$1.81K ﹤0.01% 5226
2025
Q3 		$4K Sell
535
-1,879
-78% -$15.5K ﹤0.01% 4815
2025
Q2 		$24K Buy
2,414
+2,276
+1,649% +$22.4K ﹤0.01% 3798
2025
Q1 		$2K Sell
138
-318
-70% -$4.27K ﹤0.01% 4760
2024
Q4 		$7K Buy
456
+284
+165% +$4.07K ﹤0.01% 4049
2024
Q3 		$2K Buy
172
+57
+50% +$869 ﹤0.01% 4397
2024
Q2 		$2K Buy
115
+32
+39% +$472 ﹤0.01% 4213
2024
Q1 		$1K Sell
83
-71
-46% -$1.05K ﹤0.01% 4142
2023
Q4 		$2K Sell
154
-18,105
-99% -$287K ﹤0.01% 3807
2023
Q3 		$308K Buy
18,259
+18,188
+25,617% +$264K ﹤0.01% 1147
2023
Q2 		$1K Buy
71
+56
+373% +$943 ﹤0.01% 3972
2023
Q1 		$0 Buy
15
+14
+1,400% +$356 ﹤0.01% 4174
2022
Q4 		$0 Sell
1
-181
-99% -$4.07K ﹤0.01% 4090
2022
Q3 		$4K Sell
182
-10,611
-98% -$250K ﹤0.01% 3175
2022
Q2 		$277K Buy
+10,793
New +$314K ﹤0.01% 917

Other funds holding HPK

USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its HighPeak Energy (HPK) stake by 10,530% in Q1 2026, buying an estimated $129K and bringing the position to 24,875 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #2851.

Carson Wealth (CWM LLC) first reported a position in HPK in Q2 2022 and has held it in 16 quarters since. The position peaked at $308K in Q3 2023. 131 funds tracked by Wall St. Rank hold HPK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 24,875 shares of HighPeak Energy worth $172K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 24,641 HighPeak Energy shares in Q1 2026, an estimated $129K.
  • HighPeak Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2851 holding.
  • Carson Wealth (CWM LLC) first reported a position in HighPeak Energy in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s HighPeak Energy position peaked at $308K in Q3 2023.
  • 131 funds tracked by Wall St. Rank held HighPeak Energy as of Q1 2026.

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