Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s REX American Resources REX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio REX Stock Details REX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$386K Buy
8,464
+504
+6% +$18.3K ﹤0.01% 2209
2025
Q4 		$257K Buy
7,960
+98
+1% +$3.19K ﹤0.01% 2362
2025
Q3 		$241K Sell
7,862
-204
-3% -$5.81K ﹤0.01% 2297
2025
Q2 		$196K Buy
8,066
+4,086
+103% +$86.2K ﹤0.01% 2195
2025
Q1 		$75K Buy
3,980
+2,320
+140% +$46.6K ﹤0.01% 2664
2024
Q4 		$35K Sell
1,660
-4,784
-74% -$106K ﹤0.01% 3060
2024
Q3 		$149K Buy
6,444
+4,032
+167% +$91.8K ﹤0.01% 1938
2024
Q2 		$55K Buy
2,412
+2,294
+1,944% +$61.2K ﹤0.01% 2418
2024
Q1 		$3K Buy
118
+56
+90% +$1.23K ﹤0.01% 3885
2023
Q4 		$1K Buy
62
+8
+15% +$160 ﹤0.01% 4027
2023
Q3 		$1K Hold
54
– – ﹤0.01% 4060
2023
Q2 		$1K Buy
54
+2
+4% +$31 ﹤0.01% 4044
2023
Q1 		$1K Buy
52
+44
+550% +$695 ﹤0.01% 3907
2022
Q4 		$0 Sell
8
-96
-92% -$1.45K ﹤0.01% 4206
2022
Q3 		$1K Buy
+104
New +$1.57K ﹤0.01% 3736

Other funds holding REX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its REX American Resources (REX) stake by 6.3% in Q1 2026, buying an estimated $18.3K and bringing the position to 8,464 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #2209.

Carson Wealth (CWM LLC) first reported a position in REX in Q3 2022 and has held it in 15 quarters since. 234 funds tracked by Wall St. Rank hold REX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,464 shares of REX American Resources worth $386K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 504 REX American Resources shares in Q1 2026, an estimated $18.3K.
  • REX American Resources made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2209 holding.
  • Carson Wealth (CWM LLC) first reported a position in REX American Resources in Q3 2022 and has held it in 15 quarters since.
  • 234 funds tracked by Wall St. Rank held REX American Resources as of Q1 2026.

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