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 -5	-42%	-$60	﹤0.01%	5593
2025 Q4	$0	Sell	12 -21	-64%	-$287	﹤0.01%	5524
2025 Q3	$1K	Sell	33 -290	-90%	-$4.01K	﹤0.01%	5153
2025 Q2	$3K	Buy	323 +68	+27%	+$507	﹤0.01%	4785
2025 Q1	$2K	Buy	255 +25	+11%	+$210	﹤0.01%	4781
2024 Q4	$2K	Buy	230 +135	+142%	+$1.31K	﹤0.01%	4565
2024 Q3	$1K	Buy	95 +70	+280%	+$702	﹤0.01%	4632
2024 Q2	$0	Buy	25 +23	+1,150%	+$241	﹤0.01%	4788
2024 Q1	$0	Buy	+2	New	+$23	﹤0.01%	4564

Other funds holding METCB

YEPX

Yorktown Energy Partners XI New York $142M AUM 130.51% 1-Year Est. Return

YEPI

Yorktown Energy Partners IX New York $57.5M AUM 108.66% 1-Year Est. Return

YEPX

Yorktown Energy Partners X New York $69.5M AUM 143.07% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simcoe Capital Spokane, Washington $109M AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 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 42% in Q1 2026, selling an estimated $60 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 5 Ramaco Resources Class B shares in Q1 2026, an estimated $60.
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.