Carson Wealth (CWM LLC)
MNTS icon

Carson Wealth (CWM LLC)’s Momentus MNTS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MNTS Stock Details MNTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Hold
0
– – – 5435
2025
Q2 		– Hold
0
– – – 5230
2025
Q1 		– Hold
0
– – – 5141
2024
Q4 		– Hold
0
– – – 5059
2024
Q3 		– Hold
0
– – – 5022
2024
Q2 		– Hold
0
– – – 4798
2024
Q1 		– Sell
-1
Closed -$201 – 4574
2023
Q4 		$0 Hold
1
– – ﹤0.01% 4378
2023
Q3 		$1K Buy
+1
New +$3.01K ﹤0.01% 4022
2023
Q2 		– Hold
0
– – – 4008
2023
Q1 		– Hold
0
– – – 3873
2022
Q4 		– Hold
0
– – – 3590
2022
Q3 		– Hold
0
– – – 3329
2022
Q2 		– Hold
0
– – – 2991
2022
Q1 		– Hold
0
– – – 2625
2021
Q4 		– Hold
0
– – – 2357
2021
Q2 		– Hold
0
– – – 1646
2021
Q1 		– Hold
0
– – – 1646
2020
Q4 		– Hold
0
– – – 1646
2020
Q3 		– Hold
0
– – – 1646
2020
Q2 		– Hold
0
– – – 1646
2020
Q1 		– Hold
0
– – – 1646

Other funds holding MNTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MNTS Position: Q3 2025 in Review

Carson Wealth (CWM LLC) held its Momentus (MNTS) position steady in Q3 2025 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #5435.

Carson Wealth (CWM LLC) first reported a position in MNTS in Q3 2023 and has held it in 2 quarters since. The position peaked at $1K in Q3 2023. 15 funds tracked by Wall St. Rank hold MNTS as of Q3 2025.

  • Carson Wealth (CWM LLC) held 0 shares of Momentus worth $0 as of Q3 2025.
  • Carson Wealth (CWM LLC) left its Momentus share count unchanged in Q3 2025.
  • Momentus made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q3 2025, its #5435 holding.
  • Carson Wealth (CWM LLC) first reported a position in Momentus in Q3 2023 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s Momentus position peaked at $1K in Q3 2023.
  • 15 funds tracked by Wall St. Rank held Momentus as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.