Carson Wealth (CWM LLC)
VG

Carson Wealth (CWM LLC)’s Venture Global Inc VG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VG Stock Details VG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$120K Buy
7,603
+589
+8% +$6.32K ﹤0.01% 3107
2025
Q4 		$48K Buy
7,014
+1,363
+24% +$11.4K ﹤0.01% 3643
2025
Q3 		$80K Sell
5,651
-399
-7% -$5.69K ﹤0.01% 3156
2025
Q2 		$94K Buy
6,050
+4,451
+278% +$51.5K ﹤0.01% 2787
2025
Q1 		$16K Buy
+1,599
New +$23.3K ﹤0.01% 3856

Other funds holding VG

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Venture Global Inc (VG) stake by 8.4% in Q1 2026, buying an estimated $6.32K and bringing the position to 7,603 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #3107.

Carson Wealth (CWM LLC) first reported a position in VG in Q1 2025 and has held it in 5 quarters since. 333 funds tracked by Wall St. Rank hold VG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,603 shares of Venture Global Inc worth $120K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 589 Venture Global Inc shares in Q1 2026, an estimated $6.32K.
  • Venture Global Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3107 holding.
  • Carson Wealth (CWM LLC) first reported a position in Venture Global Inc in Q1 2025 and has held it in 5 quarters since.
  • 333 funds tracked by Wall St. Rank held Venture Global Inc as of Q1 2026.

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