Carson Wealth (CWM LLC)
VTS icon

Carson Wealth (CWM LLC)’s Vitesse Energy VTS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VTS Stock Details VTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.61K Sell
529
-680
-56% -$13.7K ﹤0.01% 4788
2025
Q4 		$23K Sell
1,209
-1,012
-46% -$21.6K ﹤0.01% 4102
2025
Q3 		$52K Buy
2,221
+394
+22% +$9.68K ﹤0.01% 3510
2025
Q2 		$40K Buy
1,827
+1,062
+139% +$23.3K ﹤0.01% 3456
2025
Q1 		$19K Buy
765
+38
+5% +$973 ﹤0.01% 3728
2024
Q4 		$18K Buy
727
+84
+13% +$2.19K ﹤0.01% 3530
2024
Q3 		$15K Buy
643
+183
+40% +$4.52K ﹤0.01% 3565
2024
Q2 		$11K Buy
460
+169
+58% +$4.02K ﹤0.01% 3507
2024
Q1 		$7K Buy
291
+95
+48% +$2.08K ﹤0.01% 3548
2023
Q4 		$4K Sell
196
-14
-7% -$323 ﹤0.01% 3645
2023
Q3 		$5K Buy
210
+20
+11% +$469 ﹤0.01% 3508
2023
Q2 		$4K Buy
190
+78
+70% +$1.63K ﹤0.01% 3575
2023
Q1 		$2K Buy
+112
New +$1.93K ﹤0.01% 3713

Other funds holding VTS

FRGX
First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 VTS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Vitesse Energy (VTS) stake by 56% in Q1 2026, selling an estimated $13.7K and leaving 529 shares worth $9.61K. The position accounts for ﹤0.01% of the portfolio, ranked #4788.

Carson Wealth (CWM LLC) first reported a position in VTS in Q1 2023 and has held it in 13 quarters since. The position peaked at $52K in Q3 2025. 232 funds tracked by Wall St. Rank hold VTS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 529 shares of Vitesse Energy worth $9.61K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 680 Vitesse Energy shares in Q1 2026, an estimated $13.7K.
  • Vitesse Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4788 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vitesse Energy in Q1 2023 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s Vitesse Energy position peaked at $52K in Q3 2025.
  • 232 funds tracked by Wall St. Rank held Vitesse Energy as of Q1 2026.

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