Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Hyliion Holdings HYLN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HYLN Stock Details HYLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.54K Buy
2,577
+343
+15% +$690 ﹤0.01% 5059
2025
Q4 		$4K Buy
2,234
+320
+17% +$645 ﹤0.01% 4893
2025
Q3 		$4K Buy
1,914
+592
+45% +$985 ﹤0.01% 4818
2025
Q2 		$2K Sell
1,322
-2,193
-62% -$3.19K ﹤0.01% 4885
2025
Q1 		$5K Buy
3,515
+1,626
+86% +$3.22K ﹤0.01% 4455
2024
Q4 		$5K Buy
1,889
+85
+5% +$236 ﹤0.01% 4206
2024
Q3 		$4K Buy
1,804
+782
+77% +$1.57K ﹤0.01% 4187
2024
Q2 		$2K Buy
1,022
+211
+26% +$313 ﹤0.01% 4215
2024
Q1 		$1K Sell
811
-989
-55% -$1.3K ﹤0.01% 4144
2023
Q4 		$1K Sell
1,800
-208
-10% -$148 ﹤0.01% 3964
2023
Q3 		$2K Sell
2,008
-184
-8% -$275 ﹤0.01% 3814
2023
Q2 		$4K Sell
2,192
-867
-28% -$1.46K ﹤0.01% 3530
2023
Q1 		$6K Buy
3,059
+951
+45% +$2.65K ﹤0.01% 3208
2022
Q4 		$5K Sell
2,108
-310
-13% -$842 ﹤0.01% 3182
2022
Q3 		$7K Sell
2,418
-3,499
-59% -$12.8K ﹤0.01% 2897
2022
Q2 		$19K Buy
5,917
+3,715
+169% +$13K ﹤0.01% 2147
2022
Q1 		$10K Buy
2,202
+694
+46% +$3.06K ﹤0.01% 2473
2021
Q4 		$9K Buy
+1,508
New +$10.8K ﹤0.01% 2412
2021
Q2 		$12K Hold
1,000
– – ﹤0.01% 2022
2021
Q1 		$12K Hold
1,000
– – ﹤0.01% 2022
2020
Q4 		$12K Hold
1,000
– – ﹤0.01% 2022
2020
Q3 		$12K Hold
1,000
– – ﹤0.01% 2021
2020
Q2 		$12K Hold
1,000
– – ﹤0.01% 2021
2020
Q1 		$12K Hold
1,000
– – ﹤0.01% 2021
2019
Q4 		$12K Hold
1,000
– – ﹤0.01% 2021
2019
Q3 		$12K Hold
1,000
– – ﹤0.01% 2021
2019
Q2 		$12K Buy
+1,000
New +$9.72K ﹤0.01% 2021

Other funds holding HYLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Hyliion Holdings (HYLN) stake by 15% in Q1 2026, buying an estimated $690 and bringing the position to 2,577 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #5059.

Carson Wealth (CWM LLC) first reported a position in HYLN in Q2 2019 and has held it in 27 quarters since. The position peaked at $19K in Q2 2022. 142 funds tracked by Wall St. Rank hold HYLN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,577 shares of Hyliion Holdings worth $4.54K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 343 Hyliion Holdings shares in Q1 2026, an estimated $690.
  • Hyliion Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5059 holding.
  • Carson Wealth (CWM LLC) first reported a position in Hyliion Holdings in Q2 2019 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s Hyliion Holdings position peaked at $19K in Q2 2022.
  • 142 funds tracked by Wall St. Rank held Hyliion Holdings as of Q1 2026.

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