Carson Wealth (CWM LLC)
SMR icon

Carson Wealth (CWM LLC)’s NuScale Power SMR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SMR Stock Details SMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$279K Buy
25,776
+1,056
+4% +$16.1K ﹤0.01% 2434
2025
Q4 		$350K Sell
24,720
-1,558
-6% -$44.6K ﹤0.01% 2157
2025
Q3 		$946K Buy
26,278
+10,018
+62% +$399K ﹤0.01% 1441
2025
Q2 		$643K Sell
16,260
-28,252
-63% -$709K ﹤0.01% 1481
2025
Q1 		$630K Buy
44,512
+34,965
+366% +$707K ﹤0.01% 1366
2024
Q4 		$171K Buy
9,547
+4,243
+80% +$87.5K ﹤0.01% 1934
2024
Q3 		$61K Buy
5,304
+5,191
+4,594% +$53K ﹤0.01% 2554
2024
Q2 		$1K Sell
113
-2,149
-95% -$15.3K ﹤0.01% 4482
2024
Q1 		$12K Sell
2,262
-641
-22% -$2.3K ﹤0.01% 3245
2023
Q4 		$10K Buy
2,903
+256
+10% +$910 ﹤0.01% 3203
2023
Q3 		$13K Buy
2,647
+483
+22% +$3.18K ﹤0.01% 3003
2023
Q2 		$15K Hold
2,164
– – ﹤0.01% 2837
2023
Q1 		$20K Sell
2,164
-19,800
-90% -$199K ﹤0.01% 2526
2022
Q4 		$225K Sell
21,964
-188
-0.8% -$2.08K ﹤0.01% 1057
2022
Q3 		$259K Buy
22,152
+867
+4% +$11.4K ﹤0.01% 959
2022
Q2 		$213K Buy
+21,285
New +$213K ﹤0.01% 1025

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VPM
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VCM
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MG
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Marshall Wace
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Geode Capital Management
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