Carson Wealth (CWM LLC)’s Goldman Sachs Access US Aggregate Bond ETF GCOR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.4K	Hold	421	–	–	﹤0.01%	4500
2025 Q4	$17K	Hold	421	–	–	﹤0.01%	4258
2025 Q3	$18K	Buy	+421	New	+$17.4K	﹤0.01%	4185
2024 Q3	–	Sell	-463	Closed	-$19K	–	4930
2024 Q2	$19K	Buy	+463	New	+$18.8K	﹤0.01%	3141
2023 Q2	–	Sell	-2,762	Closed	-$117K	–	4277
2023 Q1	$117K	Buy	+2,762	New	+$116K	﹤0.01%	1416
2022 Q4	–	Sell	-3,308	Closed	-$135K	–	4068
2022 Q3	$135K	Buy	+3,308	New	+$142K	﹤0.01%	1209

Other funds holding GCOR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KWM

Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Goldman Sachs Access US Aggregate Bond ETF (GCOR) position steady in Q1 2026 at 421 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4500.

Carson Wealth (CWM LLC) first reported a position in GCOR in Q3 2022 and has held it in 6 quarters since. The position peaked at $135K in Q3 2022. 73 funds tracked by Wall St. Rank hold GCOR as of Q1 2026.

Carson Wealth (CWM LLC) held 421 shares of Goldman Sachs Access US Aggregate Bond ETF worth $17.4K as of Q1 2026.
Carson Wealth (CWM LLC) left its Goldman Sachs Access US Aggregate Bond ETF share count unchanged in Q1 2026.
Goldman Sachs Access US Aggregate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4500 holding.
Carson Wealth (CWM LLC) first reported a position in Goldman Sachs Access US Aggregate Bond ETF in Q3 2022 and has held it in 6 quarters since.
Carson Wealth (CWM LLC)'s Goldman Sachs Access US Aggregate Bond ETF position peaked at $135K in Q3 2022.
73 funds tracked by Wall St. Rank held Goldman Sachs Access US Aggregate Bond ETF as of Q1 2026.

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