Corient Private Wealth’s Goldman Sachs Future Planet Equity ETF GSFP Stock Holding History

Corient Private Wealth’s Portfolio GSFP Stock Details GSFP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13,827	Closed	-$423K	–	2350
2024 Q4	$423K	Buy	13,827 +5	+0%	+$162	﹤0.01%	1707
2024 Q3	$463K	Hold	13,822	–	–	﹤0.01%	1782
2024 Q2	$422K	Buy	13,822 +2,691	+24%	+$83.9K	﹤0.01%	1734
2024 Q1	$348K	Buy	11,131 +104	+0.9%	+$3.06K	﹤0.01%	1815
2023 Q4	$330K	Hold	11,027	–	–	﹤0.01%	1815
2023 Q3	$303K	Buy	+11,027	New	+$336K	﹤0.01%	1750

Other funds holding GSFP

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Corient Private Wealth's GSFP Position: Q1 2025 in Review

Corient Private Wealth sold out of Goldman Sachs Future Planet Equity ETF (GSFP) in Q1 2025, closing a stake of 13,827 shares — an estimated $423K sold.

Corient Private Wealth first reported a position in GSFP in Q3 2023 and held it in 6 quarters. The position peaked at $463K in Q3 2024. 8 funds tracked by Wall St. Rank hold GSFP as of Q1 2025.

Corient Private Wealth reported no remaining Goldman Sachs Future Planet Equity ETF position as of Q1 2025 after selling out during the quarter.
Corient Private Wealth sold 13,827 Goldman Sachs Future Planet Equity ETF shares in Q1 2025, an estimated $423K.
Corient Private Wealth first reported a position in Goldman Sachs Future Planet Equity ETF in Q3 2023 and held it in 6 quarters.
Corient Private Wealth's Goldman Sachs Future Planet Equity ETF position peaked at $463K in Q3 2024.
8 funds tracked by Wall St. Rank held Goldman Sachs Future Planet Equity ETF as of Q1 2025.

Based on Corient Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.