Carson Wealth (CWM LLC)
NTGR icon

Carson Wealth (CWM LLC)’s NETGEAR NTGR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NTGR Stock Details NTGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$70.3K Sell
3,219
-2,088
-39% -$45.1K ﹤0.01% 3545
2025
Q4 		$130K Sell
5,307
-4,464
-46% -$128K ﹤0.01% 2879
2025
Q3 		$316K Buy
9,771
+8,054
+469% +$220K ﹤0.01% 2085
2025
Q2 		$50K Sell
1,717
-1,199
-41% -$32.2K ﹤0.01% 3282
2025
Q1 		$71K Buy
2,916
+763
+35% +$20.1K ﹤0.01% 2698
2024
Q4 		$60K Buy
2,153
+1,672
+348% +$39.3K ﹤0.01% 2666
2024
Q3 		$10K Buy
481
+212
+79% +$3.5K ﹤0.01% 3793
2024
Q2 		$4K Sell
269
-103
-28% -$1.44K ﹤0.01% 3981
2024
Q1 		$6K Buy
372
+198
+114% +$2.88K ﹤0.01% 3594
2023
Q4 		$3K Buy
174
+4
+2% +$52 ﹤0.01% 3724
2023
Q3 		$2K Sell
170
-149
-47% -$1.98K ﹤0.01% 3837
2023
Q2 		$5K Buy
319
+117
+58% +$1.77K ﹤0.01% 3454
2023
Q1 		$4K Sell
202
-368
-65% -$6.91K ﹤0.01% 3404
2022
Q4 		$10K Buy
570
+177
+45% +$3.49K ﹤0.01% 2804
2022
Q3 		$8K Buy
393
+136
+53% +$3.06K ﹤0.01% 2832
2022
Q2 		$5K Buy
+257
New +$5.25K ﹤0.01% 2995
2019
Q1 		– Sell
-7
Closed – – 3179
2018
Q4 		$0 Hold
7
– – ﹤0.01% 2203
2018
Q3 		$0 Hold
7
– – ﹤0.01% 1942
2018
Q2 		$0 Hold
7
– – ﹤0.01% 1745
2018
Q1 		$0 Hold
7
– – ﹤0.01% 1503
2017
Q4 		$0 Hold
7
– – ﹤0.01% 1539
2017
Q3 		$0 Hold
7
– – ﹤0.01% 1535
2017
Q2 		$0 Hold
7
– – ﹤0.01% 1271
2017
Q1 		$0 Buy
+7
New +$382 ﹤0.01% 1265

Other funds holding NTGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
WM
Windward Management Miami Beach, Florida $329M AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its NETGEAR (NTGR) stake by 39% in Q1 2026, selling an estimated $45.1K and leaving 3,219 shares worth $70.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3545.

Carson Wealth (CWM LLC) first reported a position in NTGR in Q1 2017 and has held it in 24 quarters since. The position peaked at $316K in Q3 2025. 181 funds tracked by Wall St. Rank hold NTGR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,219 shares of NETGEAR worth $70.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,088 NETGEAR shares in Q1 2026, an estimated $45.1K.
  • NETGEAR made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3545 holding.
  • Carson Wealth (CWM LLC) first reported a position in NETGEAR in Q1 2017 and has held it in 24 quarters since.
  • Carson Wealth (CWM LLC)'s NETGEAR position peaked at $316K in Q3 2025.
  • 181 funds tracked by Wall St. Rank held NETGEAR as of Q1 2026.

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