GAMMA Investing’s Carter Bankshares CARE Stock Holding History

GAMMA Investing’s Portfolio CARE Stock Details CARE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$16.8K	Buy	561 +127	+29%	+$4.08K	﹤0.01%	3052
2026 Q2	$14.8K	Hold	434	–	–	﹤0.01%	3011
2026 Q1	$10.1K	Buy	434 +23	+6%	+$480	﹤0.01%	3063
2025 Q4	$8.08K	Buy	411 +40	+11%	+$745	﹤0.01%	3080
2025 Q3	$7.2K	Hold	371	–	–	﹤0.01%	3035
2025 Q2	$6.43K	Buy	371 +327	+743%	+$5.17K	﹤0.01%	3020
2025 Q1	$712	Sell	44 -3	-6%	-$51	﹤0.01%	3622
2024 Q4	$827	Buy	+47	New	+$864	﹤0.01%	3468
2024 Q1	–	Sell	-35	Closed	-$506	–	3317
2023 Q4	$506	Buy	+35	New	+$441	﹤0.01%	2964

Other funds holding CARE

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

GAMMA Investing's CARE Position: Q3 2026 in Review

GAMMA Investing increased its Carter Bankshares (CARE) stake by 29% in Q3 2026, buying an estimated $4.08K and bringing the position to 561 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3052.

GAMMA Investing first reported a position in CARE in Q4 2023 and has held it in 9 quarters since. 4 funds tracked by Wall St. Rank hold CARE as of Q3 2026.

GAMMA Investing held 561 shares of Carter Bankshares worth $16.8K as of Q3 2026.
GAMMA Investing bought 127 Carter Bankshares shares in Q3 2026, an estimated $4.08K.
Carter Bankshares made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #3052 holding.
GAMMA Investing first reported a position in Carter Bankshares in Q4 2023 and has held it in 9 quarters since.
4 funds tracked by Wall St. Rank held Carter Bankshares as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.