Carson Wealth (CWM LLC)
REVG

Carson Wealth (CWM LLC)’s REV Group REVG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio REVG Stock Details REVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-22,985
Closed -$1.4M – 5775
2025
Q4 		$1.4M Buy
22,985
+8,476
+58% +$476K ﹤0.01% 1319
2025
Q3 		$822K Buy
14,509
+1,225
+9% +$65K ﹤0.01% 1520
2025
Q2 		$632K Sell
13,284
-1,033
-7% -$38.4K ﹤0.01% 1494
2025
Q1 		$452K Buy
14,317
+3,729
+35% +$121K ﹤0.01% 1490
2024
Q4 		$337K Buy
10,588
+1,746
+20% +$51.9K ﹤0.01% 1527
2024
Q3 		$248K Buy
8,842
+4,832
+120% +$133K ﹤0.01% 1642
2024
Q2 		$100K Buy
4,010
+3,369
+526% +$82.7K ﹤0.01% 1978
2024
Q1 		$14K Buy
641
+517
+417% +$9.67K ﹤0.01% 3145
2023
Q4 		$2K Buy
124
+4
+3% +$64 ﹤0.01% 3837
2023
Q3 		$2K Hold
120
– – ﹤0.01% 3853
2023
Q2 		$2K Buy
120
+35
+41% +$400 ﹤0.01% 3841
2023
Q1 		$1K Hold
85
– – ﹤0.01% 3906
2022
Q4 		$1K Hold
85
– – ﹤0.01% 3824
2022
Q3 		$1K Buy
85
+50
+143% +$574 ﹤0.01% 3735
2022
Q2 		$0 Buy
+35
New +$415 ﹤0.01% 4050

Other funds holding REVG

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of REV Group (REVG) in Q1 2026, closing a stake of 22,985 shares — an estimated $1.4M sold.

Carson Wealth (CWM LLC) first reported a position in REVG in Q2 2022 and held it in 15 quarters. The position peaked at $1.4M in Q4 2025. 2 funds tracked by Wall St. Rank hold REVG as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining REV Group position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 22,985 REV Group shares in Q1 2026, an estimated $1.4M.
  • Carson Wealth (CWM LLC) first reported a position in REV Group in Q2 2022 and held it in 15 quarters.
  • Carson Wealth (CWM LLC)'s REV Group position peaked at $1.4M in Q4 2025.
  • 2 funds tracked by Wall St. Rank held REV Group as of Q1 2026.

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