Clearstead Advisors’s GoHealth GOCO Stock Holding History

Clearstead Advisors’s Portfolio GOCO Stock Details GOCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-51	Closed	-$246	–	2951
2025 Q3	$246	Buy	+51	New	+$278	﹤0.01%	2831

Other funds holding GOCO

Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

RCM

Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return

CDC Financial Chicago, Illinois $157M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Clearstead Advisors's GOCO Position: Q4 2025 in Review

Clearstead Advisors sold out of GoHealth (GOCO) in Q4 2025, closing a stake of 51 shares — an estimated $246 sold.

Clearstead Advisors first reported a position in GOCO in Q3 2025 and held it in 1 quarter. The position peaked at $246 in Q3 2025. 56 funds tracked by Wall St. Rank hold GOCO as of Q4 2025.

Clearstead Advisors reported no remaining GoHealth position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 51 GoHealth shares in Q4 2025, an estimated $246.
Clearstead Advisors first reported a position in GoHealth in Q3 2025 and held it in 1 quarter.
Clearstead Advisors's GoHealth position peaked at $246 in Q3 2025.
56 funds tracked by Wall St. Rank held GoHealth as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.