Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Ramaco Resources Class A METC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio METC Stock Details METC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.8K Buy
1,088
+750
+222% +$13.3K ﹤0.01% 4522
2025
Q4 		$6K Sell
338
-14,977
-98% -$394K ﹤0.01% 4757
2025
Q3 		$508K Buy
15,315
+15,087
+6,617% +$351K ﹤0.01% 1792
2025
Q2 		$3K Buy
228
+48
+27% +$459 ﹤0.01% 4786
2025
Q1 		$1K Buy
180
+131
+267% +$1.22K ﹤0.01% 4940
2024
Q4 		$0 Buy
49
+36
+277% +$400 ﹤0.01% 5056
2024
Q3 		$0 Sell
13
-20
-61% -$238 ﹤0.01% 5011
2024
Q2 		$0 Buy
33
+8
+32% +$111 ﹤0.01% 4789
2024
Q1 		$0 Buy
+25
New +$443 ﹤0.01% 4565

Other funds holding METC

DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DC
Dayah Capital Stamford, Connecticut $261M AUM
YEPX
Yorktown Energy Partners XI New York $108M AUM 57.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
YEPI
Yorktown Energy Partners IX New York $36.1M AUM 16.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
YEPX
Yorktown Energy Partners X New York $47.6M AUM 46.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Ramaco Resources Class A (METC) stake by 222% in Q1 2026, buying an estimated $13.3K and bringing the position to 1,088 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4522.

Carson Wealth (CWM LLC) first reported a position in METC in Q1 2024 and has held it in 9 quarters since. The position peaked at $508K in Q3 2025. 207 funds tracked by Wall St. Rank hold METC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,088 shares of Ramaco Resources Class A worth $16.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 750 Ramaco Resources Class A shares in Q1 2026, an estimated $13.3K.
  • Ramaco Resources Class A made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4522 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ramaco Resources Class A in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Ramaco Resources Class A position peaked at $508K in Q3 2025.
  • 207 funds tracked by Wall St. Rank held Ramaco Resources Class A as of Q1 2026.

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