Carson Wealth (CWM LLC)’s Ramaco Resources Class B METCB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio METCB Stock Details METCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$71	Sell	7 -6	-46%	-$71	﹤0.01%	5593
2025 Q4	$0	Sell	13 -21	-62%	-$280	﹤0.01%	5524
2025 Q3	$1K	Sell	34 -298	-90%	-$4.02K	﹤0.01%	5153
2025 Q2	$3K	Buy	332 +70	+27%	+$509	﹤0.01%	4785
2025 Q1	$2K	Buy	262 +26	+11%	+$213	﹤0.01%	4781
2024 Q4	$2K	Buy	236 +139	+143%	+$1.31K	﹤0.01%	4565
2024 Q3	$1K	Buy	97 +72	+288%	+$704	﹤0.01%	4632
2024 Q2	$0	Buy	25 +23	+1,150%	+$235	﹤0.01%	4788
2024 Q1	$0	Buy	+2	New	+$22	﹤0.01%	4564

Other funds holding METCB

YEPX

Yorktown Energy Partners XI New York $108M AUM 57.73% 1-Year Est. Return

YEPI

Yorktown Energy Partners IX New York $36.1M AUM 16.72% 1-Year Est. Return

YEPX

Yorktown Energy Partners X New York $47.6M AUM 46.93% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Simcoe Capital Spokane, Washington $164M AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Ramaco Resources Class B (METCB) stake by 46% in Q1 2026, selling an estimated $71 and leaving 7 shares worth $71. The position accounts for ﹤0.01% of the portfolio, ranked #5593.

Carson Wealth (CWM LLC) first reported a position in METCB in Q1 2024 and has held it in 9 quarters since. The position peaked at $3K in Q2 2025. 79 funds tracked by Wall St. Rank hold METCB as of Q1 2026.

Carson Wealth (CWM LLC) held 7 shares of Ramaco Resources Class B worth $71 as of Q1 2026.
Carson Wealth (CWM LLC) sold 6 Ramaco Resources Class B shares in Q1 2026, an estimated $71.
Ramaco Resources Class B made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5593 holding.
Carson Wealth (CWM LLC) first reported a position in Ramaco Resources Class B in Q1 2024 and has held it in 9 quarters since.
Carson Wealth (CWM LLC)'s Ramaco Resources Class B position peaked at $3K in Q2 2025.
79 funds tracked by Wall St. Rank held Ramaco Resources Class B as of Q1 2026.

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