Carson Wealth (CWM LLC)
GOCO

Carson Wealth (CWM LLC)’s GoHealth GOCO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GOCO Stock Details GOCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.77K Buy
1,838
+841
+84% +$1.61K ﹤0.01% 5198
2025
Q4 		$2K Buy
997
+108
+12% +$369 ﹤0.01% 5084
2025
Q3 		$4K Buy
889
+618
+228% +$3.37K ﹤0.01% 4810
2025
Q2 		$2K Buy
271
+68
+33% +$538 ﹤0.01% 4883
2025
Q1 		$2K Buy
203
+86
+74% +$1.31K ﹤0.01% 4755
2024
Q4 		$2K Buy
117
+83
+244% +$944 ﹤0.01% 4541
2024
Q3 		$0 Buy
34
+21
+162% +$213 ﹤0.01% 4945
2024
Q2 		$0 Buy
13
+11
+550% +$109 ﹤0.01% 4716
2024
Q1 		$0 Hold
2
– – ﹤0.01% 4483
2023
Q4 		$0 Sell
2
-366
-99% -$5.01K ﹤0.01% 4280
2023
Q3 		$5K Hold
368
– – ﹤0.01% 3456
2023
Q2 		$7K Sell
368
-3
-0.8% -$47 ﹤0.01% 3281
2023
Q1 		$6K Hold
371
– – ﹤0.01% 3204
2022
Q4 		$4K Sell
371
-8
-2% -$71 ﹤0.01% 3293
2022
Q3 		$2K Buy
379
+1
+0.3% +$8 ﹤0.01% 3463
2022
Q2 		$3K Sell
378
-6
-2% -$70 ﹤0.01% 3195
2022
Q1 		$7K Sell
384
-35
-8% -$1.09K ﹤0.01% 2680
2021
Q4 		$24K Buy
+419
New +$28K ﹤0.01% 1885
2021
Q2 		$8.63M Hold
51,310
– – 0.07% 213
2021
Q1 		$8.63M Hold
51,310
– – 0.07% 213
2020
Q4 		$8.63M Hold
51,310
– – 0.07% 213
2020
Q3 		$8.63M Buy
+51,310
New +$12.4M 0.07% 213

Other funds holding GOCO

CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $157M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its GoHealth (GOCO) stake by 84% in Q1 2026, buying an estimated $1.61K and bringing the position to 1,838 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #5198.

Carson Wealth (CWM LLC) first reported a position in GOCO in Q3 2020 and has held it in 22 quarters since. The position peaked at $8.63M in Q2 2021. 67 funds tracked by Wall St. Rank hold GOCO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,838 shares of GoHealth worth $2.77K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 841 GoHealth shares in Q1 2026, an estimated $1.61K.
  • GoHealth made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5198 holding.
  • Carson Wealth (CWM LLC) first reported a position in GoHealth in Q3 2020 and has held it in 22 quarters since.
  • Carson Wealth (CWM LLC)'s GoHealth position peaked at $8.63M in Q2 2021.
  • 67 funds tracked by Wall St. Rank held GoHealth as of Q1 2026.

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