Apella Capital
GEM icon

Apella Capital’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Apella Capital’s Portfolio GEM Stock Details GEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.9M Sell
231,229
-7,537
-3% -$381K 0.15% 113
2026
Q2 		$12M Sell
238,766
-7,581
-3% -$376K 0.17% 101
2026
Q1 		$11.9M Sell
246,347
-14,556
-6% -$651K 0.18% 97
2025
Q4 		$10.9M Sell
260,903
-30,576
-10% -$1.27M 0.21% 89
2025
Q3 		$12.1M Sell
291,479
-46,808
-14% -$1.81M 0.27% 80
2025
Q2 		$12.5M Sell
338,287
-63,205
-16% -$2.17M 0.34% 61
2025
Q1 		$12.6M Sell
401,492
-128,729
-24% -$4.24M 0.43% 50
2024
Q4 		$16.9M Sell
530,221
-98,195
-16% -$3.33M 0.65% 36
2024
Q3 		$22.5M Buy
628,416
+20,820
+3% +$688K 0.92% 26
2024
Q2 		$20.4M Buy
607,596
+20,776
+4% +$666K 0.91% 28
2024
Q1 		$18.7M Buy
586,820
+9,602
+2% +$292K 0.94% 27
2023
Q4 		$17.4M Sell
577,218
-10,243
-2% -$299K 0.97% 28
2023
Q3 		$16.8M Buy
587,461
+39,968
+7% +$1.19M 1.19% 24
2023
Q2 		$16.4M Buy
+547,493
New +$16.3M 1.17% 23
2022
Q4 		$10.8M Buy
383,005
+133,117
+53% +$3.65M 0.99% 27
2022
Q3 		$6.46M Buy
249,888
+97,305
+64% +$2.81M 0.75% 32
2022
Q2 		$4.54M Buy
152,583
+125,975
+473% +$3.98M 0.54% 41
2022
Q1 		$901K Sell
26,608
-1,318
-5% -$46.9K 0.13% 95
2021
Q4 		$1.03M Sell
27,926
-35,198
-56% -$1.31M 0.13% 87
2021
Q3 		$2.34M Buy
63,124
+14,903
+31% +$579K 0.34% 60
2021
Q2 		$1.97M Buy
+48,221
New +$1.95M 0.32% 62

Other funds holding GEM

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Arvest Investments
Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return
American National Bank & Trust
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
GFG Capital
GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Clay Northam Wealth Management
Clay Northam Wealth Management Huntington Beach, California $214M AUM 32.73% 1-Year Est. Return
PAS
PKS Advisory Services Albany, New York $624M AUM 15.91% 1-Year Est. Return

Apella Capital's GEM Position: Q3 2026 in Review

Apella Capital reduced its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) stake by 3.2% in Q3 2026, selling an estimated $381K and leaving 231,229 shares worth $11.9M. The position accounts for 0.15% of the portfolio, ranked #113.

Apella Capital first reported a position in GEM in Q2 2021 and has held it in 21 quarters since. The position peaked at $22.5M in Q3 2024. 54 funds tracked by Wall St. Rank hold GEM as of Q3 2026.

  • Apella Capital held 231,229 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $11.9M as of Q3 2026.
  • Apella Capital sold 7,537 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q3 2026, an estimated $381K.
  • Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up 0.15% of Apella Capital's portfolio in Q3 2026, its #113 holding.
  • Apella Capital first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • Apella Capital's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $22.5M in Q3 2024.
  • 54 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.