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Guided Capital Wealth Management, LLC → CRS

Guided Capital Wealth Management, LLC CRS Position History

Carpenter Technology Corporation • Basic Materials

Quarters held
4
Latest value
$3.4M
Q3 2026
Peak value
$5.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.9M
Q1 2026$3.5M
Q2 2026$5.2M
Q3 2026$3.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.4M8.7K——
Q2 2026$5.2M8.5K——
Q1 2026$3.5M9.0K——
Q4 2025$3.9M12.4K——

Other funds holding CRS

Other Guided Capital Wealth Management, LLC positions

FFA

FIRST TR EXCHANGE-TRADED FD

$38.2M
FFA

FIRST TR EXCHANGE-TRADED FD

$37.6M
FFA

FIRST TR EXCHANGE-TRADED FD

$33M
BTCW

WISDOMTREE TR

$13.5M
COF-PN

CAPITAL GROUP CORE EQUITY ET

$11M
COF-PN

CAPITAL GROUP CORE EQUITY ET

$10.9M
ETHA

ISHARES TR

$9.9M
COF-PN

CAPITAL GROUP CORE EQUITY ET

$9.8M