Carson Wealth (CWM LLC)
TPG icon

Carson Wealth (CWM LLC)’s TPG TPG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TPG Stock Details TPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$77.3K Buy
1,907
+407
+27% +$20.9K ﹤0.01% 3478
2025
Q4 		$96K Buy
1,500
+273
+22% +$16.1K ﹤0.01% 3099
2025
Q3 		$70K Buy
1,227
+200
+19% +$11.8K ﹤0.01% 3253
2025
Q2 		$54K Buy
1,027
+135
+15% +$6.48K ﹤0.01% 3226
2025
Q1 		$42K Sell
892
-102
-10% -$5.94K ﹤0.01% 3131
2024
Q4 		$62K Buy
994
+34
+4% +$2.23K ﹤0.01% 2636
2024
Q3 		$55K Buy
960
+954
+15,900% +$47K ﹤0.01% 2623
2024
Q2 		$0 Buy
+6
New +$257 ﹤0.01% 4944

Other funds holding TPG

Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its TPG (TPG) stake by 27% in Q1 2026, buying an estimated $20.9K and bringing the position to 1,907 shares worth $77.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3478.

Carson Wealth (CWM LLC) first reported a position in TPG in Q2 2024 and has held it in 8 quarters since. The position peaked at $96K in Q4 2025. 358 funds tracked by Wall St. Rank hold TPG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,907 shares of TPG worth $77.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 407 TPG shares in Q1 2026, an estimated $20.9K.
  • TPG made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3478 holding.
  • Carson Wealth (CWM LLC) first reported a position in TPG in Q2 2024 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s TPG position peaked at $96K in Q4 2025.
  • 358 funds tracked by Wall St. Rank held TPG as of Q1 2026.

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