CogentBlue Wealth Advisors’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

CogentBlue Wealth Advisors’s Portfolio GEM Stock Details GEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-7,380	Closed	-$301K	–	78
2025 Q3	$301K	Sell	7,380 -77	-1%	-$2.98K	0.2%	55
2025 Q2	$277K	Sell	7,457 -219	-3%	-$7.52K	0.21%	57
2025 Q1	$255K	Hold	7,676	–	–	0.22%	55
2024 Q4	$245K	Buy	+7,676	New	+$260K	0.22%	47

Other funds holding GEM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CogentBlue Wealth Advisors's GEM Position: Q4 2025 in Review

CogentBlue Wealth Advisors sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q4 2025, closing a stake of 7,380 shares — an estimated $301K sold.

CogentBlue Wealth Advisors first reported a position in GEM in Q4 2024 and held it in 4 quarters. The position peaked at $301K in Q3 2025. 169 funds tracked by Wall St. Rank hold GEM as of Q4 2025.

CogentBlue Wealth Advisors reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q4 2025 after selling out during the quarter.
CogentBlue Wealth Advisors sold 7,380 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q4 2025, an estimated $301K.
CogentBlue Wealth Advisors first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q4 2024 and held it in 4 quarters.
CogentBlue Wealth Advisors's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $301K in Q3 2025.
169 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q4 2025.

Based on CogentBlue Wealth Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.