Carson Wealth (CWM LLC)
TG icon

Carson Wealth (CWM LLC)’s Tredegar Corp TG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TG Stock Details TG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.2K Buy
3,669
+1,873
+104% +$15.7K ﹤0.01% 4183
2025
Q4 		$13K Sell
1,796
-812
-31% -$6.15K ﹤0.01% 4436
2025
Q3 		$21K Buy
2,608
+705
+37% +$5.81K ﹤0.01% 4101
2025
Q2 		$17K Buy
1,903
+100
+6% +$807 ﹤0.01% 4019
2025
Q1 		$14K Buy
1,803
+99
+6% +$762 ﹤0.01% 3928
2024
Q4 		$13K Buy
1,704
+113
+7% +$859 ﹤0.01% 3734
2024
Q3 		$12K Buy
1,591
+301
+23% +$1.76K ﹤0.01% 3700
2024
Q2 		$6K Buy
1,290
+442
+52% +$2.58K ﹤0.01% 3813
2024
Q1 		$6K Buy
848
+87
+11% +$423 ﹤0.01% 3611
2023
Q4 		$4K Sell
761
-4,650
-86% -$22.9K ﹤0.01% 3638
2023
Q3 		$29K Buy
5,411
+2,756
+104% +$16.1K ﹤0.01% 2435
2023
Q2 		$18K Buy
2,655
+2,187
+467% +$17.3K ﹤0.01% 2725
2023
Q1 		$4K Buy
468
+12
+3% +$133 ﹤0.01% 3428
2022
Q4 		$5K Sell
456
-62
-12% -$648 ﹤0.01% 3227
2022
Q3 		$5K Sell
518
-151
-23% -$1.56K ﹤0.01% 3107
2022
Q2 		$7K Hold
669
– – ﹤0.01% 2831
2022
Q1 		$8K Hold
669
– – ﹤0.01% 2644
2021
Q4 		$8K Buy
+669
New +$8.06K ﹤0.01% 2502
2021
Q2 		$5K Hold
384
– – ﹤0.01% 2381
2021
Q1 		$5K Hold
384
– – ﹤0.01% 2381
2020
Q4 		$5K Hold
384
– – ﹤0.01% 2381
2020
Q3 		$5K Hold
384
– – ﹤0.01% 2381
2020
Q2 		$5K Hold
384
– – ﹤0.01% 2378
2020
Q1 		$5K Hold
384
– – ﹤0.01% 2378
2019
Q4 		$5K Hold
384
– – ﹤0.01% 2378
2019
Q3 		$5K Hold
384
– – ﹤0.01% 2378
2019
Q2 		$5K Hold
384
– – ﹤0.01% 2378
2019
Q1 		$5K Buy
+384
New +$6.5K ﹤0.01% 2377

Other funds holding TG

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Tredegar Corp (TG) stake by 104% in Q1 2026, buying an estimated $15.7K and bringing the position to 3,669 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4183.

Carson Wealth (CWM LLC) first reported a position in TG in Q1 2019 and has held it in 28 quarters since. 142 funds tracked by Wall St. Rank hold TG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,669 shares of Tredegar Corp worth $29.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,873 Tredegar Corp shares in Q1 2026, an estimated $15.7K.
  • Tredegar Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4183 holding.
  • Carson Wealth (CWM LLC) first reported a position in Tredegar Corp in Q1 2019 and has held it in 28 quarters since.
  • 142 funds tracked by Wall St. Rank held Tredegar Corp as of Q1 2026.

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