Carson Wealth (CWM LLC)
TBRG

Carson Wealth (CWM LLC)’s TruBridge TBRG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TBRG Stock Details TBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.6K Buy
863
+713
+475% +$13.6K ﹤0.01% 4687
2025
Q4 		$3K Sell
150
-308
-67% -$6.45K ﹤0.01% 5030
2025
Q3 		$9K Buy
458
+392
+594% +$8.24K ﹤0.01% 4543
2025
Q2 		$2K Hold
66
– – ﹤0.01% 4950
2025
Q1 		$2K Hold
66
– – ﹤0.01% 4839
2024
Q4 		$1K Hold
66
– – ﹤0.01% 4848
2024
Q3 		$1K Sell
66
-647
-91% -$7.53K ﹤0.01% 4755
2024
Q2 		$7K Sell
713
-171
-19% -$1.56K ﹤0.01% 3741
2024
Q1 		$8K Buy
884
+345
+64% +$3.34K ﹤0.01% 3481
2023
Q4 		$6K Sell
539
-344
-39% -$4.36K ﹤0.01% 3468
2023
Q3 		$14K Buy
883
+874
+9,711% +$17.8K ﹤0.01% 2949
2023
Q2 		$0 Sell
9
-130
-94% -$3.39K ﹤0.01% 4493
2023
Q1 		$4K Buy
139
+95
+216% +$2.77K ﹤0.01% 3443
2022
Q4 		$1K Buy
44
+7
+19% +$200 ﹤0.01% 3883
2022
Q3 		$1K Buy
37
+13
+54% +$401 ﹤0.01% 3804
2022
Q2 		$1K Buy
+24
New +$777 ﹤0.01% 3683

Other funds holding TBRG

NCM
Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its TruBridge (TBRG) stake by 475% in Q1 2026, buying an estimated $13.6K and bringing the position to 863 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4687.

Carson Wealth (CWM LLC) first reported a position in TBRG in Q2 2022 and has held it in 16 quarters since. The position peaked at $14K in Q3 2023. 95 funds tracked by Wall St. Rank hold TBRG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 863 shares of TruBridge worth $12.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 713 TruBridge shares in Q1 2026, an estimated $13.6K.
  • TruBridge made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4687 holding.
  • Carson Wealth (CWM LLC) first reported a position in TruBridge in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s TruBridge position peaked at $14K in Q3 2023.
  • 95 funds tracked by Wall St. Rank held TruBridge as of Q1 2026.

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