Carson Wealth (CWM LLC)
NGS icon

Carson Wealth (CWM LLC)’s Natural Gas Services Group NGS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NGS Stock Details NGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$45.8K Buy
1,214
+954
+367% +$34.9K ﹤0.01% 3882
2025
Q4 		$9K Buy
260
+46
+21% +$1.37K ﹤0.01% 4602
2025
Q3 		$6K Buy
214
+94
+78% +$2.41K ﹤0.01% 4689
2025
Q2 		$3K Sell
120
-120
-50% -$2.69K ﹤0.01% 4791
2025
Q1 		$5K Sell
240
-10
-4% -$253 ﹤0.01% 4468
2024
Q4 		$7K Buy
250
+173
+225% +$4.06K ﹤0.01% 4064
2024
Q3 		$1K Buy
+77
New +$1.54K ﹤0.01% 4642

Other funds holding NGS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WCM
Weber Capital Management San Francisco, California $118M AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Natural Gas Services Group (NGS) stake by 367% in Q1 2026, buying an estimated $34.9K and bringing the position to 1,214 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3882.

Carson Wealth (CWM LLC) first reported a position in NGS in Q3 2024 and has held it in 7 quarters since. 149 funds tracked by Wall St. Rank hold NGS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,214 shares of Natural Gas Services Group worth $45.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 954 Natural Gas Services Group shares in Q1 2026, an estimated $34.9K.
  • Natural Gas Services Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3882 holding.
  • Carson Wealth (CWM LLC) first reported a position in Natural Gas Services Group in Q3 2024 and has held it in 7 quarters since.
  • 149 funds tracked by Wall St. Rank held Natural Gas Services Group as of Q1 2026.

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