Carson Wealth (CWM LLC)
GSLC icon

Carson Wealth (CWM LLC)’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GSLC Stock Details GSLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.73M Buy
13,801
+864
+7% +$113K ﹤0.01% 1264
2025
Q4 		$1.71M Sell
12,937
-517
-4% -$67.8K ﹤0.01% 1214
2025
Q3 		$1.75M Buy
13,454
+3,031
+29% +$381K 0.01% 1144
2025
Q2 		$1.26M Buy
10,423
+1,266
+14% +$142K ﹤0.01% 1144
2025
Q1 		$1.01M Buy
9,157
+3,330
+57% +$385K ﹤0.01% 1122
2024
Q4 		$671K Buy
5,827
+1,022
+21% +$119K ﹤0.01% 1270
2024
Q3 		$543K Sell
4,805
-376
-7% -$40.9K ﹤0.01% 1285
2024
Q2 		$554K Sell
5,181
-2,022
-28% -$209K ﹤0.01% 1149
2024
Q1 		$748K Sell
7,203
-315
-4% -$31.1K ﹤0.01% 977
2023
Q4 		$705K Sell
7,518
-293
-4% -$25.7K ﹤0.01% 942
2023
Q3 		$658K Buy
7,811
+967
+14% +$84.7K ﹤0.01% 891
2023
Q2 		$597K Sell
6,844
-1,962
-22% -$163K ﹤0.01% 882
2023
Q1 		$715K Buy
8,806
+3,110
+55% +$247K ﹤0.01% 772
2022
Q4 		$434K Sell
5,696
-774
-12% -$59.3K ﹤0.01% 855
2022
Q3 		$459K Buy
6,470
+774
+14% +$61K ﹤0.01% 775
2022
Q2 		$427K Buy
5,696
+70
+1% +$5.68K ﹤0.01% 783
2022
Q1 		$501K Hold
5,626
– – ﹤0.01% 731
2021
Q4 		$535K Buy
+5,626
New +$517K ﹤0.01% 709
2021
Q2 		$468K Hold
5,444
– – ﹤0.01% 690
2021
Q1 		$468K Hold
5,444
– – ﹤0.01% 690
2020
Q4 		$468K Hold
5,444
– – ﹤0.01% 690
2020
Q3 		$468K Hold
5,444
– – ﹤0.01% 690
2020
Q2 		$468K Hold
5,444
– – ﹤0.01% 690
2020
Q1 		$468K Hold
5,444
– – ﹤0.01% 690
2019
Q4 		$468K Hold
5,444
– – ﹤0.01% 690
2019
Q3 		$468K Hold
5,444
– – ﹤0.01% 690
2019
Q2 		$468K Hold
5,444
– – ﹤0.01% 690
2019
Q1 		$468K Buy
5,444
+2,186
+67% +$120K ﹤0.01% 690
2018
Q4 		$164K Sell
3,258
-232
-7% -$12.6K ﹤0.01% 641
2018
Q3 		$205K Buy
3,490
+613
+21% +$35.3K 0.01% 512
2018
Q2 		$158K Buy
+2,877
New +$157K 0.01% 459

Other funds holding GSLC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) stake by 6.7% in Q1 2026, buying an estimated $113K and bringing the position to 13,801 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

Carson Wealth (CWM LLC) first reported a position in GSLC in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.75M in Q3 2025. 599 funds tracked by Wall St. Rank hold GSLC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,801 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $1.73M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 864 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q1 2026, an estimated $113K.
  • Goldman Sachs ActiveBeta US Large Cap Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1264 holding.
  • Carson Wealth (CWM LLC) first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $1.75M in Q3 2025.
  • 599 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q1 2026.

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