Congress Wealth Management’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Congress Wealth Management’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
2025 Q2	$5.07M	Buy	41,739 +32,544	+354%	+$3.66M	0.05%	381
2025 Q1	$1.01M	Buy	9,195 +1,493	+19%	+$173K	0.01%	632
2024 Q4	$887K	Buy	7,702 +127	+2%	+$14.8K	0.01%	536
2024 Q3	$856K	Hold	7,575	–	–	0.01%	539
2024 Q2	$810K	Hold	7,575	–	–	0.01%	461
2024 Q1	$786K	Sell	7,575 -1,709	-18%	-$168K	0.01%	397
2023 Q4	$871K	Buy	9,284 +58	+0.6%	+$5.1K	0.02%	402
2023 Q3	$777K	Buy	+9,226	New	+$808K	0.02%	402

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SWM

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

Congress Wealth Management's GSLC Position: Q2 2025 in Review

Congress Wealth Management increased its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) stake by 354% in Q2 2025, buying an estimated $3.66M and bringing the position to 41,739 shares worth $5.07M. The position accounts for 0.05% of the portfolio, ranked #381.

Congress Wealth Management first reported a position in GSLC in Q3 2023 and has held it in 8 quarters since. 539 funds tracked by Wall St. Rank hold GSLC as of Q2 2025.

Congress Wealth Management held 41,739 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $5.07M as of Q2 2025.
Congress Wealth Management bought 32,544 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q2 2025, an estimated $3.66M.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #381 holding.
Congress Wealth Management first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q3 2023 and has held it in 8 quarters since.
539 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.