Carson Wealth (CWM LLC)
OPAL icon

Carson Wealth (CWM LLC)’s OPAL Fuels OPAL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OPAL Stock Details OPAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.22K Sell
3,659
-1,251
-25% -$2.87K ﹤0.01% 4805
2025
Q4 		$12K Sell
4,910
-479
-9% -$1.15K ﹤0.01% 4468
2025
Q3 		$12K Sell
5,389
-832
-13% -$1.96K ﹤0.01% 4405
2025
Q2 		$15K Hold
6,221
– – ﹤0.01% 4088
2025
Q1 		$11K Hold
6,221
– – ﹤0.01% 4064
2024
Q4 		$21K Hold
6,221
– – ﹤0.01% 3409
2024
Q3 		$23K Sell
6,221
-109
-2% -$411 ﹤0.01% 3275
2024
Q2 		$26K Sell
6,330
-109,687
-95% -$515K ﹤0.01% 2948
2024
Q1 		$582K Sell
116,017
-46,538
-29% -$228K ﹤0.01% 1076
2023
Q4 		$897K Sell
162,555
-5,232
-3% -$32.3K ﹤0.01% 854
2023
Q3 		$1.38M Sell
167,787
-70,243
-30% -$516K 0.01% 629
2023
Q2 		$1.78M Buy
238,030
+237,887
+166,355% +$1.65M 0.01% 547
2023
Q1 		$1K Hold
143
– – ﹤0.01% 3885
2022
Q4 		$1K Buy
143
+49
+52% +$395 ﹤0.01% 3801
2022
Q3 		$1K Buy
+94
New +$912 ﹤0.01% 3716

Other funds holding OPAL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SCM
SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its OPAL Fuels (OPAL) stake by 25% in Q1 2026, selling an estimated $2.87K and leaving 3,659 shares worth $9.22K. The position accounts for ﹤0.01% of the portfolio, ranked #4805.

Carson Wealth (CWM LLC) first reported a position in OPAL in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.78M in Q2 2023. 78 funds tracked by Wall St. Rank hold OPAL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,659 shares of OPAL Fuels worth $9.22K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,251 OPAL Fuels shares in Q1 2026, an estimated $2.87K.
  • OPAL Fuels made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4805 holding.
  • Carson Wealth (CWM LLC) first reported a position in OPAL Fuels in Q3 2022 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s OPAL Fuels position peaked at $1.78M in Q2 2023.
  • 78 funds tracked by Wall St. Rank held OPAL Fuels as of Q1 2026.

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