Concord Wealth Partners’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Concord Wealth Partners’s Portfolio GSLC Stock Details GSLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.2K	Buy	+142	New	+$19.6K	﹤0.01%	477
2026 Q1	–	Sell	-142	Closed	-$18.7K	–	438
2025 Q4	$18.7K	Buy	142 +1	+0.7%	+$131	﹤0.01%	450
2025 Q3	$18.4K	Hold	141	–	–	﹤0.01%	467
2025 Q2	$17.1K	Buy	141 +1	+0.7%	+$113	﹤0.01%	485
2025 Q1	$15.5K	Hold	140	–	–	﹤0.01%	461
2024 Q4	$16.1K	Buy	+140	New	+$16.3K	﹤0.01%	483

Other funds holding GSLC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWM

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Concord Wealth Partners's GSLC Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q2 2026: 142 shares worth $20.2K. The stake represents ﹤0.01% of the portfolio and ranks #477 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in GSLC as recently as Q4 2025.

Concord Wealth Partners first reported a position in GSLC in Q4 2024 and has held it in 6 quarters since. 639 funds tracked by Wall St. Rank hold GSLC as of Q2 2026.

Concord Wealth Partners held 142 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $20.2K as of Q2 2026.
Goldman Sachs ActiveBeta US Large Cap Equity ETF was a new Concord Wealth Partners position in Q2 2026.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #477 holding.
Concord Wealth Partners first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q4 2024 and has held it in 6 quarters since.
639 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.