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Carolinas Wealth Consulting’s State Street Global Allocation ETF GAL Stock Holding History

Carolinas Wealth Consulting’s Portfolio GAL Stock Details GAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-107
Closed -$4.81K – 350
2025
Q1 		$4.81K Hold
107
– – ﹤0.01% 616
2024
Q4 		$4.72K Sell
107
-229
-68% -$10.4K ﹤0.01% 652
2024
Q3 		$15.3K Buy
336
+2
+0.6% +$88 ﹤0.01% 510
2024
Q2 		$14.4K Buy
334
+4
+1% +$172 ﹤0.01% 517
2024
Q1 		$14.2K Buy
330
+1
+0.3% +$42 ﹤0.01% 514
2023
Q4 		$13.6K Buy
329
+2
+0.6% +$78 ﹤0.01% 500
2023
Q3 		$12.3K Buy
327
+3
+0.9% +$119 ﹤0.01% 494
2023
Q2 		$13K Sell
324
-3
-0.9% -$118 ﹤0.01% 555
2023
Q1 		$12.8K Buy
327
+1
+0.3% +$39 ﹤0.01% 571
2022
Q4 		$12.3K Buy
326
+12
+4% +$456 ﹤0.01% 586
2022
Q3 		$11K Buy
314
+2
+0.6% +$78 ﹤0.01% 550
2022
Q2 		$12K Buy
312
+3
+1% +$124 ﹤0.01% 540
2022
Q1 		$14K Buy
309
+1
+0.3% +$44 ﹤0.01% 551
2021
Q4 		$14K Buy
308
+8
+3% +$374 ﹤0.01% 564
2021
Q3 		$14K Buy
300
+2
+0.7% +$93 ﹤0.01% 538
2021
Q2 		$14K Buy
298
+2
+0.7% +$91 ﹤0.01% 564
2021
Q1 		$13K Sell
296
-341
-54% -$14.9K ﹤0.01% 589
2020
Q4 		$27K Sell
637
-85
-12% -$3.47K 0.01% 428
2020
Q3 		$28K Buy
722
+3
+0.4% +$116 0.01% 356
2020
Q2 		$27K Buy
+719
New +$25.5K 0.01% 261

Other funds holding GAL

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
MWM
Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAYA
Phil A. Younker & Associates Fairbanks, Alaska $148M AUM 11.08% 1-Year Est. Return
BFA
Bright Financial Advisors Portage, Michigan $218M AUM 17.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TFG
Taylor Financial Group Roanoke, Virginia $182M AUM 21.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carolinas Wealth Consulting's GAL Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of State Street Global Allocation ETF (GAL) in Q2 2025, closing a stake of 107 shares — an estimated $4.81K sold.

Carolinas Wealth Consulting first reported a position in GAL in Q2 2020 and held it in 20 quarters. The position peaked at $28K in Q3 2020. 57 funds tracked by Wall St. Rank hold GAL as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining State Street Global Allocation ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 107 State Street Global Allocation ETF shares in Q2 2025, an estimated $4.81K.
  • Carolinas Wealth Consulting first reported a position in State Street Global Allocation ETF in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's State Street Global Allocation ETF position peaked at $28K in Q3 2020.
  • 57 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.