Carson Wealth (CWM LLC)’s Janus Henderson JHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.25M | Buy |
160,591
+12,765
| +9% | +$632K | 0.02% | 620 |
|
|
2025
Q4 | $7.03M | Buy |
147,826
+18,547
| +14% | +$820K | 0.02% | 644 |
|
|
2025
Q3 | $5.75M | Buy |
129,279
+81,344
| +170% | +$3.51M | 0.02% | 659 |
|
|
2025
Q2 | $1.86M | Buy |
47,935
+24,040
| +101% | +$847K | 0.01% | 981 |
|
|
2025
Q1 | $864K | Buy |
23,895
+3,875
| +19% | +$160K | ﹤0.01% | 1212 |
|
|
2024
Q4 | $851K | Buy |
20,020
+15,536
| +346% | +$659K | ﹤0.01% | 1169 |
|
|
2024
Q3 | $171K | Buy |
4,484
+2,748
| +158% | +$99.3K | ﹤0.01% | 1842 |
|
|
2024
Q2 | $59K | Buy |
1,736
+137
| +9% | +$4.49K | ﹤0.01% | 2354 |
|
|
2024
Q1 | $53K | Buy |
1,599
+24
| +2% | +$734 | ﹤0.01% | 2258 |
|
|
2023
Q4 | $47K | Buy |
1,575
+58
| +4% | +$1.5K | ﹤0.01% | 2217 |
|
|
2023
Q3 | $39K | Sell |
1,517
-2,000
| -57% | -$54.7K | ﹤0.01% | 2223 |
|
|
2023
Q2 | $96K | Sell |
3,517
-28
| -0.8% | -$747 | ﹤0.01% | 1592 |
|
|
2023
Q1 | $94K | Buy |
3,545
+6
| +0.2% | +$160 | ﹤0.01% | 1521 |
|
|
2022
Q4 | $83K | Sell |
3,539
-128
| -3% | -$3K | ﹤0.01% | 1466 |
|
|
2022
Q3 | $74K | Buy |
3,667
+161
| +5% | +$3.89K | ﹤0.01% | 1478 |
|
|
2022
Q2 | $82K | Buy |
3,506
+4
| +0.1% | +$115 | ﹤0.01% | 1394 |
|
|
2022
Q1 | $123K | Sell |
3,502
-902
| -20% | -$32.5K | ﹤0.01% | 1249 |
|
|
2021
Q4 | $185K | Buy |
+4,404
| New | +$194K | ﹤0.01% | 1059 |
|
|
2021
Q2 | $173K | Hold |
4,450
| – | – | ﹤0.01% | 951 |
|
|
2021
Q1 | $173K | Hold |
4,450
| – | – | ﹤0.01% | 951 |
|
|
2020
Q4 | $173K | Hold |
4,450
| – | – | ﹤0.01% | 951 |
|
|
2020
Q3 | $173K | Hold |
4,450
| – | – | ﹤0.01% | 951 |
|
|
2020
Q2 | $173K | Hold |
4,450
| – | – | ﹤0.01% | 951 |
|
|
2020
Q1 | $173K | Hold |
4,450
| – | – | ﹤0.01% | 950 |
|
|
2019
Q4 | $173K | Hold |
4,450
| – | – | ﹤0.01% | 950 |
|
|
2019
Q3 | $173K | Hold |
4,450
| – | – | ﹤0.01% | 950 |
|
|
2019
Q2 | $173K | Hold |
4,450
| – | – | ﹤0.01% | 950 |
|
|
2019
Q1 | $173K | Buy |
+4,450
| New | +$103K | ﹤0.01% | 950 |
|
|
2018
Q4 | – | Sell |
-14
| Closed | – | – | 2178 |
|
|
2018
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 1920 |
|
|
2018
Q2 | $0 | Sell |
14
-50
| -78% | -$1.6K | ﹤0.01% | 1730 |
|
|
2018
Q1 | $2K | Hold |
64
| – | – | ﹤0.01% | 1182 |
|
|
2017
Q4 | $2K | Sell |
64
-29
| -31% | -$1.05K | ﹤0.01% | 1279 |
|
|
2017
Q3 | $3K | Hold |
93
| – | – | ﹤0.01% | 1207 |
|
|
2017
Q2 | $3K | Buy |
+93
| New | +$3.04K | ﹤0.01% | 961 |
|
Other funds holding JHG
TFM
HI
Carson Wealth (CWM LLC)'s JHG Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Janus Henderson (JHG) stake by 8.6% in Q1 2026, buying an estimated $632K and bringing the position to 160,591 shares worth $8.25M. The position accounts for 0.02% of the portfolio, ranked #620.
Carson Wealth (CWM LLC) first reported a position in JHG in Q2 2017 and has held it in 34 quarters since. 491 funds tracked by Wall St. Rank hold JHG as of Q1 2026.
- Carson Wealth (CWM LLC) held 160,591 shares of Janus Henderson worth $8.25M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 12,765 Janus Henderson shares in Q1 2026, an estimated $632K.
- Janus Henderson made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #620 holding.
- Carson Wealth (CWM LLC) first reported a position in Janus Henderson in Q2 2017 and has held it in 34 quarters since.
- 491 funds tracked by Wall St. Rank held Janus Henderson as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.