Carson Wealth (CWM LLC)
VET icon

Carson Wealth (CWM LLC)’s Vermilion Energy VET Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VET Stock Details VET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-400
Closed -$3K – 5806
2025
Q4 		$3K Buy
+400
New +$3.3K ﹤0.01% 5025
2023
Q3 		– Sell
-1,746
Closed -$22K – 4553
2023
Q2 		$22K Hold
1,746
– – ﹤0.01% 2586
2023
Q1 		$23K Hold
1,746
– – ﹤0.01% 2417
2022
Q4 		$31K Hold
1,746
– – ﹤0.01% 2066
2022
Q3 		$37K Sell
1,746
-150
-8% -$3.52K ﹤0.01% 1819
2022
Q2 		$36K Buy
1,896
+150
+9% +$3.13K ﹤0.01% 1787
2022
Q1 		$37K Buy
+1,746
New +$31K ﹤0.01% 1757
2019
Q1 		– Sell
-94
Closed -$2K – 3290
2018
Q4 		$2K Buy
94
+50
+114% +$1.3K ﹤0.01% 1805
2018
Q3 		$1K Hold
44
– – ﹤0.01% 1763
2018
Q2 		$2K Buy
+44
New +$1.52K ﹤0.01% 1435

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Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LAII
LM Asset (IM) Inc Vancouver, British Columbia, Canada $192M AUM 105.88% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Vermilion Energy (VET) in Q1 2026, closing a stake of 400 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in VET in Q2 2018 and held it in 10 quarters. The position peaked at $37K in Q3 2022. 160 funds tracked by Wall St. Rank hold VET as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Vermilion Energy position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 400 Vermilion Energy shares in Q1 2026, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in Vermilion Energy in Q2 2018 and held it in 10 quarters.
  • Carson Wealth (CWM LLC)'s Vermilion Energy position peaked at $37K in Q3 2022.
  • 160 funds tracked by Wall St. Rank held Vermilion Energy as of Q1 2026.

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