Carson Wealth (CWM LLC)’s Goldman Sachs Future Health Care Equity ETF GDOC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$228K	Sell	6,998 -1,141	-14%	-$39.2K	﹤0.01%	2620
2025 Q4	$289K	Sell	8,139 -124	-2%	-$4.34K	﹤0.01%	2286
2025 Q3	$263K	Sell	8,263 -501	-6%	-$15.9K	﹤0.01%	2234
2025 Q2	$278K	Sell	8,764 -1,537	-15%	-$47.8K	﹤0.01%	1924
2025 Q1	$332K	Buy	10,301 +39	+0.4%	+$1.3K	﹤0.01%	1617
2024 Q4	$330K	Buy	10,262 +1,034	+11%	+$35.2K	﹤0.01%	1538
2024 Q3	$331K	Buy	9,228 +145	+2%	+$5.19K	﹤0.01%	1490
2024 Q2	$319K	Buy	9,083 +375	+4%	+$12.8K	﹤0.01%	1364
2024 Q1	$303K	Buy	8,708 +820	+10%	+$27.6K	﹤0.01%	1327
2023 Q4	$258K	Buy	7,888 +724	+10%	+$21.8K	﹤0.01%	1304
2023 Q3	$217K	Buy	7,164 +5,160	+257%	+$166K	﹤0.01%	1282
2023 Q2	$67K	Buy	+2,004	New	+$66.2K	﹤0.01%	1795

Other funds holding GDOC

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CIG

Cascade Investment Group Colorado Springs, Colorado $152M AUM 20.1% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

JMNC

J. Mark Nickell & Co Brentwood, Tennessee $111M AUM

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

Carson Wealth (CWM LLC) reduced its Goldman Sachs Future Health Care Equity ETF (GDOC) stake by 14% in Q1 2026, selling an estimated $39.2K and leaving 6,998 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #2620.

Carson Wealth (CWM LLC) first reported a position in GDOC in Q2 2023 and has held it in 12 quarters since. The position peaked at $332K in Q1 2025. 8 funds tracked by Wall St. Rank hold GDOC as of Q1 2026.

Carson Wealth (CWM LLC) held 6,998 shares of Goldman Sachs Future Health Care Equity ETF worth $228K as of Q1 2026.
Carson Wealth (CWM LLC) sold 1,141 Goldman Sachs Future Health Care Equity ETF shares in Q1 2026, an estimated $39.2K.
Goldman Sachs Future Health Care Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2620 holding.
Carson Wealth (CWM LLC) first reported a position in Goldman Sachs Future Health Care Equity ETF in Q2 2023 and has held it in 12 quarters since.
Carson Wealth (CWM LLC)'s Goldman Sachs Future Health Care Equity ETF position peaked at $332K in Q1 2025.
8 funds tracked by Wall St. Rank held Goldman Sachs Future Health Care Equity ETF as of Q1 2026.

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