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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-206
Closed -$7K 5379
2025
Q2
$7K Sell
206
-188
-48% -$5.99K ﹤0.01% 4451
2025
Q1
$12K Sell
394
-2
-0.5% -$63 ﹤0.01% 4005
2024
Q4
$12K Buy
396
+2
+0.5% +$65 ﹤0.01% 3757
2024
Q3
$13K Hold
394
﹤0.01% 3625
2024
Q2
$12K Sell
394
-2
-0.5% -$62 ﹤0.01% 3431
2024
Q1
$12K Buy
396
+11
+3% +$323 ﹤0.01% 3227
2023
Q4
$12K Sell
385
-29
-7% -$807 ﹤0.01% 3079
2023
Q3
$11K Sell
414
-2
-0.5% -$61 ﹤0.01% 3081
2023
Q2
$13K Buy
+416
New +$13K ﹤0.01% 2918

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

Carson Wealth (CWM LLC) sold out of Goldman Sachs Future Planet Equity ETF (GSFP) in Q3 2025, closing a stake of 206 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in GSFP in Q2 2023 and held it in 9 quarters. The position peaked at $13K in Q3 2024. 0 funds tracked by Wall St. Rank hold GSFP as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Goldman Sachs Future Planet Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 206 Goldman Sachs Future Planet Equity ETF shares in Q3 2025, an estimated $7K.
  • Carson Wealth (CWM LLC) first reported a position in Goldman Sachs Future Planet Equity ETF in Q2 2023 and held it in 9 quarters.
  • Carson Wealth (CWM LLC)'s Goldman Sachs Future Planet Equity ETF position peaked at $13K in Q3 2024.
  • 0 funds tracked by Wall St. Rank held Goldman Sachs Future Planet Equity ETF as of Q3 2025.

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