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Bogart Wealth LLC’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Bogart Wealth LLC’s Portfolio GSEW Stock Details GSEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$83.2K Buy
881
+3
+0.3% +$273 ﹤0.01% 421
2026
Q1 		$74.3K Buy
878
+3
+0.3% +$262 ﹤0.01% 408
2025
Q4 		$74.5K Buy
+875
New +$74.2K ﹤0.01% 381

Other funds holding GSEW

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WMWM
Wilkins Miller Wealth Management Mobile, Alabama $182M AUM 16.66% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Bogart Wealth LLC's GSEW Position: Q2 2026 in Review

Bogart Wealth LLC increased its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 0.34% in Q2 2026, buying an estimated $273 and bringing the position to 881 shares worth $83.2K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Bogart Wealth LLC first reported a position in GSEW in Q4 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

  • Bogart Wealth LLC held 881 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $83.2K as of Q2 2026.
  • Bogart Wealth LLC bought 3 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2026, an estimated $273.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #421 holding.
  • Bogart Wealth LLC first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.