Carson Wealth (CWM LLC)’s Goldman Sachs Future Tech Leaders Equity ETF GTEK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$547K	Buy	13,376 +1,045	+8%	+$43.8K	﹤0.01%	1944
2025 Q4	$493K	Buy	12,331 +2,208	+22%	+$87.6K	﹤0.01%	1930
2025 Q3	$395K	Buy	10,123 +232	+2%	+$8.5K	﹤0.01%	1932
2025 Q2	$357K	Sell	9,891 -241	-2%	-$7.69K	﹤0.01%	1760
2025 Q1	$301K	Buy	10,132 +1,250	+14%	+$41.1K	﹤0.01%	1672
2024 Q4	$287K	Buy	8,882 +144	+2%	+$4.67K	﹤0.01%	1620
2024 Q3	$266K	Sell	8,738 -1,522	-15%	-$44.2K	﹤0.01%	1612
2024 Q2	$307K	Buy	10,260 +333	+3%	+$9.63K	﹤0.01%	1383
2024 Q1	$292K	Buy	9,927 +1,070	+12%	+$30.4K	﹤0.01%	1340
2023 Q4	$247K	Buy	8,857 +2,713	+44%	+$67.5K	﹤0.01%	1325
2023 Q3	$145K	Buy	6,144 +4,302	+234%	+$108K	﹤0.01%	1442
2023 Q2	$47K	Buy	+1,842	New	+$44K	﹤0.01%	2038

Other funds holding GTEK

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BSG

Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

CCP

Cassia Capital Partners Winston Salem, North Carolina $206M AUM 18.25% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Goldman Sachs Future Tech Leaders Equity ETF (GTEK) stake by 8.5% in Q1 2026, buying an estimated $43.8K and bringing the position to 13,376 shares worth $547K. The position accounts for ﹤0.01% of the portfolio, ranked #1944.

Carson Wealth (CWM LLC) first reported a position in GTEK in Q2 2023 and has held it in 12 quarters since. 33 funds tracked by Wall St. Rank hold GTEK as of Q1 2026.

Carson Wealth (CWM LLC) held 13,376 shares of Goldman Sachs Future Tech Leaders Equity ETF worth $547K as of Q1 2026.
Carson Wealth (CWM LLC) bought 1,045 Goldman Sachs Future Tech Leaders Equity ETF shares in Q1 2026, an estimated $43.8K.
Goldman Sachs Future Tech Leaders Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1944 holding.
Carson Wealth (CWM LLC) first reported a position in Goldman Sachs Future Tech Leaders Equity ETF in Q2 2023 and has held it in 12 quarters since.
33 funds tracked by Wall St. Rank held Goldman Sachs Future Tech Leaders Equity ETF as of Q1 2026.

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