Carson Wealth (CWM LLC)
RNRG icon

Carson Wealth (CWM LLC)’s Global X Renewable Energy Producers ETF RNRG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RNRG Stock Details RNRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.3K Hold
469
– – ﹤0.01% 4505
2025
Q4 		$16K Buy
+469
New +$15.7K ﹤0.01% 4304

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LFASL
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Global X Renewable Energy Producers ETF (RNRG) position steady in Q1 2026 at 469 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4505.

Carson Wealth (CWM LLC) first reported a position in RNRG in Q4 2025 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold RNRG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 469 shares of Global X Renewable Energy Producers ETF worth $17.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Global X Renewable Energy Producers ETF share count unchanged in Q1 2026.
  • Global X Renewable Energy Producers ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4505 holding.
  • Carson Wealth (CWM LLC) first reported a position in Global X Renewable Energy Producers ETF in Q4 2025 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Global X Renewable Energy Producers ETF as of Q1 2026.

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