CPC
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Consolidated Planning Corp’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Consolidated Planning Corp’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
Q1 		– Sell
-44,433
Closed -$5.88M – 166
2025
Q4 		$5.88M Sell
44,433
-2,853
-6% -$374K 0.59% 52
2025
Q3 		$6.16M Sell
47,286
-115
-0.2% -$14.5K 0.65% 43
2025
Q2 		$5.75M Sell
47,401
-915
-2% -$103K 0.72% 44
2025
Q1 		$5.32M Sell
48,316
-3
-0% -$347 0.73% 45
2024
Q4 		$5.57M Buy
48,319
+707
+1% +$82.2K 0.76% 43
2024
Q3 		$5.38M Sell
47,612
-2,786
-6% -$303K 0.8% 43
2024
Q2 		$5.39M Sell
50,398
-1,342
-3% -$138K 0.89% 37
2024
Q1 		$5.37M Sell
51,740
-1,663
-3% -$164K 0.92% 34
2023
Q4 		$5.01M Sell
53,403
-5,269
-9% -$463K 0.93% 30
2023
Q3 		$4.94M Sell
58,672
-2,447
-4% -$214K 1.09% 26
2023
Q2 		$5.34M Sell
61,119
-2,832
-4% -$235K 1.12% 23
2023
Q1 		$5.19M Sell
63,951
-14,152
-18% -$1.12M 1.35% 16
2022
Q4 		$5.95M Sell
78,103
-894
-1% -$68.5K 1.65% 14
2022
Q3 		$5.61M Sell
78,997
-457
-0.6% -$36K 1.75% 14
2022
Q2 		$5.95M Buy
+79,454
New +$6.45M 1.86% 9

Other funds holding GSLC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Consolidated Planning Corp's GSLC Position: Q1 2026 in Review

Consolidated Planning Corp sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q1 2026, closing a stake of 44,433 shares — an estimated $5.88M sold.

Consolidated Planning Corp first reported a position in GSLC in Q2 2022 and held it in 15 quarters. The position peaked at $6.16M in Q3 2025. 596 funds tracked by Wall St. Rank hold GSLC as of Q1 2026.

  • Consolidated Planning Corp reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 44,433 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q1 2026, an estimated $5.88M.
  • Consolidated Planning Corp first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q2 2022 and held it in 15 quarters.
  • Consolidated Planning Corp's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $6.16M in Q3 2025.
  • 596 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.