Carson Wealth (CWM LLC)
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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
2025
Q3 		$395K Buy
2025
Q2 		$357K Sell
2025
Q1 		$301K Buy
2024
Q4 		$287K Buy
2024
Q3 		$266K Sell
2024
Q2 		$307K Buy
2024
Q1 		$292K Buy
2023
Q4 		$247K Buy
2023
Q3 		$145K Buy
2023
Q2 		$47K Buy