EP Wealth Advisors’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

EP Wealth Advisors’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	$834K	Buy	6,664 +417	+7%	+$54.7K	﹤0.01%	704
2025 Q4	$827K	Buy	+6,247	New	+$819K	﹤0.01%	674
2025 Q2	$138K	Sell	1,140 -235	-17%	-$26.4K	﹤0.01%	1334
2025 Q1	$151K	Sell	1,375 -172	-11%	-$19.9K	﹤0.01%	1186
2024 Q4	$178K	Sell	1,547 -387	-20%	-$45K	﹤0.01%	1109
2024 Q3	$218K	Buy	+1,934	New	+$210K	﹤0.01%	999

Other funds holding GSLC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

EP Wealth Advisors's GSLC Position: Q1 2026 in Review

EP Wealth Advisors increased its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) stake by 6.7% in Q1 2026, buying an estimated $54.7K and bringing the position to 6,664 shares worth $834K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

EP Wealth Advisors first reported a position in GSLC in Q3 2024 and has held it in 6 quarters since. 596 funds tracked by Wall St. Rank hold GSLC as of Q1 2026.

EP Wealth Advisors held 6,664 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $834K as of Q1 2026.
EP Wealth Advisors bought 417 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q1 2026, an estimated $54.7K.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #704 holding.
EP Wealth Advisors first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q3 2024 and has held it in 6 quarters since.
596 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.