Conservest Capital Advisors
GCOR icon

Conservest Capital Advisors’s Goldman Sachs Access US Aggregate Bond ETF GCOR Stock Holding History

Conservest Capital Advisors’s Portfolio GCOR Stock Details GCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.87M Buy
98,496
+15,321
+18% +$619K 0.3% 42
2026
Q2 		$3.42M Buy
+83,175
New +$3.42M 0.27% 40

Other funds holding GCOR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
David Kennon
David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Conservest Capital Advisors's GCOR Position: Q3 2026 in Review

Conservest Capital Advisors increased its Goldman Sachs Access US Aggregate Bond ETF (GCOR) stake by 18% in Q3 2026, buying an estimated $619K and bringing the position to 98,496 shares worth $3.87M. The position accounts for 0.3% of the portfolio, ranked #42.

Conservest Capital Advisors first reported a position in GCOR in Q2 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold GCOR as of Q3 2026.

  • Conservest Capital Advisors held 98,496 shares of Goldman Sachs Access US Aggregate Bond ETF worth $3.87M as of Q3 2026.
  • Conservest Capital Advisors bought 15,321 Goldman Sachs Access US Aggregate Bond ETF shares in Q3 2026, an estimated $619K.
  • Goldman Sachs Access US Aggregate Bond ETF made up 0.3% of Conservest Capital Advisors's portfolio in Q3 2026, its #42 holding.
  • Conservest Capital Advisors first reported a position in Goldman Sachs Access US Aggregate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Goldman Sachs Access US Aggregate Bond ETF as of Q3 2026.

Based on Conservest Capital Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.