Curated Wealth Partners’s Goldman Sachs Dynamic California Municipal Income ETF GCAL Stock Holding History

Curated Wealth Partners’s Portfolio GCAL Stock Details GCAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.76M	Sell	56,973 -33,929	-37%	-$1.7M	0.23%	38
2026 Q2	$4.65M	Buy	90,902 +21,589	+31%	+$1.1M	0.54%	19
2026 Q1	$3.51M	Sell	69,313 -73,455	-51%	-$3.76M	0.44%	20
2025 Q4	$7.27M	Buy	142,768 +100,023	+234%	+$5.09M	0.79%	12
2025 Q3	$2.17M	Buy	42,745 +1,070	+3%	+$53.4K	0.26%	27
2025 Q2	$2.07M	Buy	+41,675	New	+$2.06M	0.24%	26

Other funds holding GCAL

Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Roberts Wealth Advisors Palo Alto, California $445M AUM 20.18% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Curated Wealth Partners's GCAL Position: Q3 2026 in Review

Curated Wealth Partners reduced its Goldman Sachs Dynamic California Municipal Income ETF (GCAL) stake by 37% in Q3 2026, selling an estimated $1.7M and leaving 56,973 shares worth $2.76M. The position accounts for 0.23% of the portfolio, ranked #38.

Curated Wealth Partners first reported a position in GCAL in Q2 2025 and has held it in 6 quarters since. The position peaked at $7.27M in Q4 2025. 17 funds tracked by Wall St. Rank hold GCAL as of Q3 2026.

Curated Wealth Partners held 56,973 shares of Goldman Sachs Dynamic California Municipal Income ETF worth $2.76M as of Q3 2026.
Curated Wealth Partners sold 33,929 Goldman Sachs Dynamic California Municipal Income ETF shares in Q3 2026, an estimated $1.7M.
Goldman Sachs Dynamic California Municipal Income ETF made up 0.23% of Curated Wealth Partners's portfolio in Q3 2026, its #38 holding.
Curated Wealth Partners first reported a position in Goldman Sachs Dynamic California Municipal Income ETF in Q2 2025 and has held it in 6 quarters since.
Curated Wealth Partners's Goldman Sachs Dynamic California Municipal Income ETF position peaked at $7.27M in Q4 2025.
17 funds tracked by Wall St. Rank held Goldman Sachs Dynamic California Municipal Income ETF as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.