Carson Wealth (CWM LLC)
UNG icon

Carson Wealth (CWM LLC)’s United States Natural Gas Fund UNG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UNG Stock Details UNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,000
Closed -$16K – 4531
2023
Q3 		$16K Hold
10,000
– – ﹤0.01% 2853
2023
Q2 		$50K Hold
10,000
– – ﹤0.01% 1993
2023
Q1 		$61K Buy
+10,000
New +$363K ﹤0.01% 1761

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JF
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its United States Natural Gas Fund (UNG) position steady in Q1 2026 at 426 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #5029.

Carson Wealth (CWM LLC) first reported a position in UNG in Q4 2013 and has held it in 34 quarters since. The position peaked at $201K in Q4 2024. 96 funds tracked by Wall St. Rank hold UNG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 426 shares of United States Natural Gas Fund worth $5K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its United States Natural Gas Fund share count unchanged in Q1 2026.
  • United States Natural Gas Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5029 holding.
  • Carson Wealth (CWM LLC) first reported a position in United States Natural Gas Fund in Q4 2013 and has held it in 34 quarters since.
  • Carson Wealth (CWM LLC)'s United States Natural Gas Fund position peaked at $201K in Q4 2024.
  • 96 funds tracked by Wall St. Rank held United States Natural Gas Fund as of Q1 2026.

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