Beacon Financial Strategies’s GSK GSK Stock Holding History

Beacon Financial Strategies’s Portfolio GSK Stock Details GSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$595K	Hold	11,358	–	–	0.3%	19
2026 Q1	$627K	Hold	11,358	–	–	0.36%	15
2025 Q4	$557K	Sell	11,358 -336	-3%	-$15.7K	0.31%	18
2025 Q3	$505K	Hold	11,694	–	–	0.3%	18
2025 Q2	$449K	Hold	11,694	–	–	0.28%	21
2025 Q1	$453K	Hold	11,694	–	–	0.31%	20
2024 Q4	$395K	Hold	11,694	–	–	0.26%	23
2024 Q3	$478K	Hold	11,694	–	–	0.33%	18
2024 Q2	$450K	Buy	+11,694	New	+$492K	0.32%	19

Other funds holding GSK

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return