Briaud Financial Planning’s GSK GSK Stock Holding History

Briaud Financial Planning’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
2025 Q3	–	Sell	-666	Closed	-$25K	–	154
2025 Q2	$25K	Buy	666 +260	+64%	+$9.94K	0.01%	149
2025 Q1	$15K	Hold	406	–	–	0.01%	139
2024 Q4	$13K	Hold	406	–	–	0.01%	136
2024 Q3	$16K	Hold	406	–	–	0.01%	102
2024 Q2	$15K	Hold	406	–	–	0.01%	100
2024 Q1	$18K	Buy	+406	New	+$16.7K	0.01%	91
2023 Q4	–	Sell	-406	Closed	-$14K	–	78
2023 Q3	$14K	Buy	+406	New	+$14.4K	0.01%	98

Other funds holding GSK

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Briaud Financial Planning's GSK Position: Q3 2025 in Review

Briaud Financial Planning sold out of GSK (GSK) in Q3 2025, closing a stake of 666 shares — an estimated $25K sold.

Briaud Financial Planning first reported a position in GSK in Q3 2023 and held it in 7 quarters. The position peaked at $25K in Q2 2025. 895 funds tracked by Wall St. Rank hold GSK as of Q3 2025.

Briaud Financial Planning reported no remaining GSK position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 666 GSK shares in Q3 2025, an estimated $25K.
Briaud Financial Planning first reported a position in GSK in Q3 2023 and held it in 7 quarters.
Briaud Financial Planning's GSK position peaked at $25K in Q2 2025.
895 funds tracked by Wall St. Rank held GSK as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.