Carson Wealth (CWM LLC)
ZK

Carson Wealth (CWM LLC)’s Zeekr ZK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ZK Stock Details ZK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-50
Closed -$2K – 5702
2025
Q3 		$2K Hold
50
– – ﹤0.01% 5056
2025
Q2 		$1K Hold
50
– – ﹤0.01% 5094
2025
Q1 		$1K Hold
50
– – ﹤0.01% 5021
2024
Q4 		$1K Buy
+50
New +$1.27K ﹤0.01% 4853

Other funds holding ZK

FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
SAM
Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ZK Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Zeekr (ZK) in Q4 2025, closing a stake of 50 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in ZK in Q4 2024 and held it in 4 quarters. The position peaked at $2K in Q3 2025. 7 funds tracked by Wall St. Rank hold ZK as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Zeekr position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 50 Zeekr shares in Q4 2025, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Zeekr in Q4 2024 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s Zeekr position peaked at $2K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Zeekr as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.