Carson Wealth (CWM LLC)’s Goldman Sachs MarketBeta US Equity ETF GSUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.5K	Hold	318	–	–	﹤0.01%	4200
2025 Q4	$30K	Hold	318	–	–	﹤0.01%	3951
2025 Q3	$29K	Buy	318 +138	+77%	+$12.3K	﹤0.01%	3902
2025 Q2	$15K	Sell	180 -135	-43%	-$10.7K	﹤0.01%	4082
2025 Q1	$24K	Hold	315	–	–	﹤0.01%	3536
2024 Q4	$25K	Hold	315	–	–	﹤0.01%	3287
2024 Q3	$25K	Sell	315 -812	-72%	-$61.7K	﹤0.01%	3223
2024 Q2	$84K	Buy	+1,127	New	+$81K	﹤0.01%	2090
2023 Q2	–	Sell	-1,251	Closed	-$70K	–	4292
2023 Q1	$70K	Buy	+1,251	New	+$68K	﹤0.01%	1680
2022 Q4	–	Sell	-568	Closed	-$28K	–	4083
2022 Q3	$28K	Buy	+568	New	+$30.8K	﹤0.01%	2003

Other funds holding GSUS

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

KWM

Keebeck Wealth Management Chicago, Illinois $1.02B AUM 25.94% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Goldman Sachs MarketBeta US Equity ETF (GSUS) position steady in Q1 2026 at 318 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4200.

Carson Wealth (CWM LLC) first reported a position in GSUS in Q3 2022 and has held it in 10 quarters since. The position peaked at $84K in Q2 2024. 85 funds tracked by Wall St. Rank hold GSUS as of Q1 2026.

Carson Wealth (CWM LLC) held 318 shares of Goldman Sachs MarketBeta US Equity ETF worth $28.5K as of Q1 2026.
Carson Wealth (CWM LLC) left its Goldman Sachs MarketBeta US Equity ETF share count unchanged in Q1 2026.
Goldman Sachs MarketBeta US Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4200 holding.
Carson Wealth (CWM LLC) first reported a position in Goldman Sachs MarketBeta US Equity ETF in Q3 2022 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s Goldman Sachs MarketBeta US Equity ETF position peaked at $84K in Q2 2024.
85 funds tracked by Wall St. Rank held Goldman Sachs MarketBeta US Equity ETF as of Q1 2026.

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