Carson Wealth (CWM LLC)
TPVG icon

Carson Wealth (CWM LLC)’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TPVG Stock Details TPVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.23K Buy
646
+18
+3% +$103 ﹤0.01% 5162
2025
Q4 		$4K Buy
628
+247
+65% +$1.48K ﹤0.01% 4918
2025
Q3 		$2K Sell
381
-598
-61% -$3.98K ﹤0.01% 5043
2025
Q2 		$7K Buy
979
+95
+11% +$623 ﹤0.01% 4492
2025
Q1 		$6K Buy
884
+14
+2% +$107 ﹤0.01% 4410
2024
Q4 		$6K Buy
870
+13
+2% +$96 ﹤0.01% 4152
2024
Q3 		$6K Sell
857
-409
-32% -$3.19K ﹤0.01% 4050
2024
Q2 		$10K Buy
1,266
+981
+344% +$8.99K ﹤0.01% 3570
2024
Q1 		$3K Sell
285
-1,990
-87% -$21.1K ﹤0.01% 3895
2023
Q4 		$25K Buy
2,275
+1,275
+128% +$13K ﹤0.01% 2639
2023
Q3 		$10K Buy
1,000
+200
+25% +$2.28K ﹤0.01% 3148
2023
Q2 		$9K Sell
800
-5,000
-86% -$56.5K ﹤0.01% 3161
2023
Q1 		$70K Buy
5,800
+5,500
+1,833% +$64.2K ﹤0.01% 1684
2022
Q4 		$3K Hold
300
– – ﹤0.01% 3458
2022
Q3 		$3K Buy
+300
New +$3.91K ﹤0.01% 3370

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NG
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SIC
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