Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Virgin Galactic SPCE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPCE Stock Details SPCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$411 Buy
169
+119
+238% +$323 ﹤0.01% 5475
2025
Q4 		$0 Buy
50
+30
+150% +$113 ﹤0.01% 5620
2025
Q3 		$0 Sell
20
-5,380
-100% -$18K ﹤0.01% 5522
2025
Q2 		$15K Sell
5,400
-2,119
-28% -$6.49K ﹤0.01% 4093
2025
Q1 		$23K Buy
7,519
+6,826
+985% +$29.9K ﹤0.01% 3585
2024
Q4 		$4K Buy
693
+278
+67% +$1.85K ﹤0.01% 4357
2024
Q3 		$3K Buy
415
+204
+97% +$1.36K ﹤0.01% 4319
2024
Q2 		$2K Buy
211
+59
+39% +$1.07K ﹤0.01% 4266
2024
Q1 		$5K Sell
152
-12
-7% -$435 ﹤0.01% 3695
2023
Q4 		$8K Sell
164
-40
-20% -$1.58K ﹤0.01% 3306
2023
Q3 		$7K Sell
204
-200
-50% -$11.9K ﹤0.01% 3327
2023
Q2 		$31K Sell
404
-224
-36% -$17.7K ﹤0.01% 2351
2023
Q1 		$51K Buy
628
+16
+3% +$1.59K ﹤0.01% 1868
2022
Q4 		$43K Buy
612
+365
+148% +$34.1K ﹤0.01% 1828
2022
Q3 		$23K Sell
247
-26
-10% -$3.34K ﹤0.01% 2146
2022
Q2 		$33K Buy
273
+17
+7% +$2.47K ﹤0.01% 1839
2022
Q1 		$51K Buy
256
+115
+82% +$21.5K ﹤0.01% 1606
2021
Q4 		$38K Buy
+141
New +$50.9K ﹤0.01% 1690
2021
Q2 		$240K Hold
261
– – ﹤0.01% 844
2021
Q1 		$240K Hold
261
– – ﹤0.01% 844
2020
Q4 		$240K Hold
261
– – ﹤0.01% 844
2020
Q3 		$240K Hold
261
– – ﹤0.01% 844
2020
Q2 		$240K Hold
261
– – ﹤0.01% 844
2020
Q1 		$240K Hold
261
– – ﹤0.01% 844
2019
Q4 		$240K Hold
261
– – ﹤0.01% 844
2019
Q3 		$240K Hold
261
– – ﹤0.01% 844
2019
Q2 		$240K Hold
261
– – ﹤0.01% 844
2019
Q1 		$240K Buy
+261
New +$52.7K ﹤0.01% 844

Other funds holding SPCE

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Virgin Galactic (SPCE) stake by 238% in Q1 2026, buying an estimated $323 and bringing the position to 169 shares worth $411. The position accounts for ﹤0.01% of the portfolio, ranked #5475.

Carson Wealth (CWM LLC) first reported a position in SPCE in Q1 2019 and has held it in 28 quarters since. The position peaked at $240K in Q2 2021. 159 funds tracked by Wall St. Rank hold SPCE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 169 shares of Virgin Galactic worth $411 as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 119 Virgin Galactic shares in Q1 2026, an estimated $323.
  • Virgin Galactic made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5475 holding.
  • Carson Wealth (CWM LLC) first reported a position in Virgin Galactic in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Virgin Galactic position peaked at $240K in Q2 2021.
  • 159 funds tracked by Wall St. Rank held Virgin Galactic as of Q1 2026.

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