Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s KULR Technology Group KULR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KULR Stock Details KULR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12K Buy
5,043
+3,822
+313% +$11.9K ﹤0.01% 4707
2025
Q4 		$4K Sell
1,221
-72
-6% -$264 ﹤0.01% 4898
2025
Q3 		$5K Buy
1,293
+9
+0.7% +$48 ﹤0.01% 4738
2025
Q2 		$9K Hold
1,284
– – ﹤0.01% 4359
2025
Q1 		$14K Hold
1,284
– – ﹤0.01% 3915
2024
Q4 		$36K Buy
+1,284
New +$10K ﹤0.01% 3026

Other funds holding KULR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $561M AUM 283.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its KULR Technology Group (KULR) stake by 313% in Q1 2026, buying an estimated $11.9K and bringing the position to 5,043 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #4707.

Carson Wealth (CWM LLC) first reported a position in KULR in Q4 2024 and has held it in 6 quarters since. The position peaked at $36K in Q4 2024. 82 funds tracked by Wall St. Rank hold KULR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,043 shares of KULR Technology Group worth $12K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,822 KULR Technology Group shares in Q1 2026, an estimated $11.9K.
  • KULR Technology Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4707 holding.
  • Carson Wealth (CWM LLC) first reported a position in KULR Technology Group in Q4 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s KULR Technology Group position peaked at $36K in Q4 2024.
  • 82 funds tracked by Wall St. Rank held KULR Technology Group as of Q1 2026.

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