Carson Wealth (CWM LLC)
LGN

Carson Wealth (CWM LLC)’s Legence Corp LGN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LGN Stock Details LGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.5K Buy
+62
New +$3.13K ﹤0.01% 5144

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Franklin Resources
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Massachusetts Financial Services
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Westfield Capital Management
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VCM
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VPM
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BAMCO Inc
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Carson Wealth (CWM LLC)'s LGN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Legence Corp (LGN) in Q1 2026: 62 shares worth $3.5K. The stake represents ﹤0.01% of the portfolio and ranks #5144 among its holdings.

197 funds tracked by Wall St. Rank hold LGN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 62 shares of Legence Corp worth $3.5K as of Q1 2026.
  • Legence Corp was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Legence Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5144 holding.
  • 197 funds tracked by Wall St. Rank held Legence Corp as of Q1 2026.

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