Carson Wealth (CWM LLC)
SES icon

Carson Wealth (CWM LLC)’s SES AI SES Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SES Stock Details SES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.08K Sell
1,119
-1,045
-48% -$1.78K ﹤0.01% 5385
2025
Q4 		$4K Sell
2,164
-639
-23% -$1.43K ﹤0.01% 4912
2025
Q3 		$5K Sell
2,803
-52,029
-95% -$62.2K ﹤0.01% 4756
2025
Q2 		$49K Sell
54,832
-630
-1% -$529 ﹤0.01% 3304
2025
Q1 		$29K Buy
55,462
+51,832
+1,428% +$47.7K ﹤0.01% 3421
2024
Q4 		$8K Buy
3,630
+2,803
+339% +$1.6K ﹤0.01% 4012
2024
Q3 		$1K Buy
827
+594
+255% +$620 ﹤0.01% 4698
2024
Q2 		$0 Buy
233
+211
+959% +$286 ﹤0.01% 4901
2024
Q1 		$0 Sell
22
-481
-96% -$721 ﹤0.01% 4703
2023
Q4 		$1K Buy
+503
New +$1.09K ﹤0.01% 4037

Other funds holding SES

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GMH
General Motors Holdings Detroit, Michigan $90.5M AUM 41.49% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return