Carson Wealth (CWM LLC)
SPCE icon

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
2021
Q2 		$4K Hold
20
– – ﹤0.01% 2468
2021
Q1 		$4K Hold
20
– – ﹤0.01% 2468
2020
Q4 		$4K Hold
20
– – ﹤0.01% 2467
2020
Q3 		$4K Hold
20
– – ﹤0.01% 2467
2020
Q2 		$4K Hold
20
– – ﹤0.01% 2467
2020
Q1 		$4K Hold
20
– – ﹤0.01% 2467
2019
Q4 		$4K Hold
20
– – ﹤0.01% 2466
2019
Q3 		$4K Hold
20
– – ﹤0.01% 2466
2019
Q2 		$4K Hold
20
– – ﹤0.01% 2465
2019
Q1 		$4K Buy
+20
New +$4.04K ﹤0.01% 2462

Other funds holding SPCE

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 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.