Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s TPI Composites TPIC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TPIC Stock Details TPIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,736
Closed -$7K – 5553
2025
Q2 		$7K Sell
7,736
-1,260
-14% -$1.28K ﹤0.01% 4490
2025
Q1 		$7K Buy
8,996
+8,490
+1,678% +$11.1K ﹤0.01% 4320
2024
Q4 		$1K Sell
506
-832
-62% -$2.31K ﹤0.01% 4820
2024
Q3 		$6K Buy
1,338
+144
+12% +$589 ﹤0.01% 4049
2024
Q2 		$5K Buy
1,194
+438
+58% +$1.68K ﹤0.01% 3906
2024
Q1 		$2K Buy
756
+368
+95% +$1.08K ﹤0.01% 4043
2023
Q4 		$2K Sell
388
-284
-42% -$739 ﹤0.01% 3852
2023
Q3 		$2K Buy
672
+632
+1,580% +$3.87K ﹤0.01% 3870
2023
Q2 		$0 Buy
+40
New +$448 ﹤0.01% 4461
2021
Q2 		$3K Hold
67
– – ﹤0.01% 2566
2021
Q1 		$3K Hold
67
– – ﹤0.01% 2565
2020
Q4 		$3K Hold
67
– – ﹤0.01% 2565
2020
Q3 		$3K Hold
67
– – ﹤0.01% 2564
2020
Q2 		$3K Hold
67
– – ﹤0.01% 2563
2020
Q1 		$3K Hold
67
– – ﹤0.01% 2561
2019
Q4 		$3K Hold
67
– – ﹤0.01% 2560
2019
Q3 		$3K Hold
67
– – ﹤0.01% 2560
2019
Q2 		$3K Hold
67
– – ﹤0.01% 2560
2019
Q1 		$3K Buy
+67
New +$1.99K ﹤0.01% 2560
2017
Q1 		– Sell
-1,000
Closed -$16K – 1313
2016
Q4 		$16K Buy
+1,000
New +$16.2K ﹤0.01% 639

Other funds holding TPIC

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TPIC Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of TPI Composites (TPIC) in Q3 2025, closing a stake of 7,736 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in TPIC in Q4 2016 and held it in 20 quarters. The position peaked at $16K in Q4 2016. 21 funds tracked by Wall St. Rank hold TPIC as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining TPI Composites position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 7,736 TPI Composites shares in Q3 2025, an estimated $7K.
  • Carson Wealth (CWM LLC) first reported a position in TPI Composites in Q4 2016 and held it in 20 quarters.
  • Carson Wealth (CWM LLC)'s TPI Composites position peaked at $16K in Q4 2016.
  • 21 funds tracked by Wall St. Rank held TPI Composites as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.