Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Solarmax Technology SMXT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SMXT Stock Details SMXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$41 Sell
58
-53
-48% -$41 ﹤0.01% 5609
2025
Q4 		$0 Sell
111
-49
-31% -$46 ﹤0.01% 5696
2025
Q3 		$0 Sell
160
-1,662
-91% -$1.83K ﹤0.01% 5598
2025
Q2 		$2K Buy
1,822
+147
+9% +$167 ﹤0.01% 4949
2025
Q1 		$2K Buy
1,675
+1,249
+293% +$1.79K ﹤0.01% 4838
2024
Q4 		$1K Buy
426
+310
+267% +$370 ﹤0.01% 4847
2024
Q3 		$0 Buy
+116
New +$305 ﹤0.01% 5210

Other funds holding SMXT

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Solarmax Technology (SMXT) stake by 48% in Q1 2026, selling an estimated $41 and leaving 58 shares worth $41. The position accounts for ﹤0.01% of the portfolio, ranked #5609.

Carson Wealth (CWM LLC) first reported a position in SMXT in Q3 2024 and has held it in 7 quarters since. The position peaked at $2K in Q2 2025. 20 funds tracked by Wall St. Rank hold SMXT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 58 shares of Solarmax Technology worth $41 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 53 Solarmax Technology shares in Q1 2026, an estimated $41.
  • Solarmax Technology made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5609 holding.
  • Carson Wealth (CWM LLC) first reported a position in Solarmax Technology in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Solarmax Technology position peaked at $2K in Q2 2025.
  • 20 funds tracked by Wall St. Rank held Solarmax Technology as of Q1 2026.

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