Carson Wealth (CWM LLC)’s Goldman Sachs Future Consumer Equity ETF GBUY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GBUY Stock Details GBUY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,367	Closed	-$52K	–	5372
2025 Q2	$52K	Sell	1,367 -6	-0.4%	-$205	﹤0.01%	3250
2025 Q1	$45K	Hold	1,373	–	–	﹤0.01%	3061
2024 Q4	$48K	Sell	1,373 -41	-3%	-$1.46K	﹤0.01%	2832
2024 Q3	$49K	Sell	1,414 -3	-0.2%	-$99	﹤0.01%	2704
2024 Q2	$47K	Sell	1,417 -4	-0.3%	-$128	﹤0.01%	2507
2024 Q1	$45K	Buy	1,421 +236	+20%	+$7.01K	﹤0.01%	2353
2023 Q4	$33K	Buy	1,185 +969	+449%	+$25.7K	﹤0.01%	2440
2023 Q3	$5K	Buy	+216	New	+$5.88K	﹤0.01%	3453

Carson Wealth (CWM LLC)'s GBUY Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Goldman Sachs Future Consumer Equity ETF (GBUY) in Q3 2025, closing a stake of 1,367 shares — an estimated $52K sold.

Carson Wealth (CWM LLC) first reported a position in GBUY in Q3 2023 and held it in 8 quarters. The position peaked at $52K in Q2 2025. 0 funds tracked by Wall St. Rank hold GBUY as of Q3 2025.

Carson Wealth (CWM LLC) reported no remaining Goldman Sachs Future Consumer Equity ETF position as of Q3 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1,367 Goldman Sachs Future Consumer Equity ETF shares in Q3 2025, an estimated $52K.
Carson Wealth (CWM LLC) first reported a position in Goldman Sachs Future Consumer Equity ETF in Q3 2023 and held it in 8 quarters.
Carson Wealth (CWM LLC)'s Goldman Sachs Future Consumer Equity ETF position peaked at $52K in Q2 2025.
0 funds tracked by Wall St. Rank held Goldman Sachs Future Consumer Equity ETF as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.