EPG Wealth Management’s GSK GSK Stock Holding History

EPG Wealth Management’s Portfolio GSK Stock Details GSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-15,178	Closed	-$651K	–	453
2024 Q1	$651K	Buy	15,178 +211	+1%	+$8.7K	0.16%	151
2023 Q4	$619K	Buy	14,967 +369	+3%	+$13.2K	0.16%	145
2023 Q3	$529K	Sell	14,598 -1,491	-9%	-$52.9K	0.16%	143
2023 Q2	$573K	Sell	16,089 -337	-2%	-$12.1K	0.17%	135
2023 Q1	$584K	Buy	16,426 +7,845	+91%	+$274K	0.18%	128
2022 Q4	$302K	Sell	8,581 -29	-0.3%	-$966	0.11%	163
2022 Q3	$253K	Buy	+8,610	New	+$326K	0.1%	175
2022 Q2	–	Sell	-7,298	Closed	-$397K	–	281
2022 Q1	$397K	Buy	7,298 +799	+12%	+$43.4K	0.14%	140
2021 Q4	$358K	Buy	+6,499	New	+$338K	0.13%	146
2020 Q2	–	Sell	-2,236	Closed	-$106K	–	387
2020 Q1	$106K	Buy	2,236 +1,151	+106%	+$61.4K	0.08%	169
2019 Q4	$64K	Buy	+1,085	New	+$60.4K	0.05%	203

Other funds holding GSK

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

EPG Wealth Management's GSK Position: Q2 2024 in Review

EPG Wealth Management sold out of GSK (GSK) in Q2 2024, closing a stake of 15,178 shares — an estimated $651K sold.

EPG Wealth Management first reported a position in GSK in Q4 2019 and held it in 11 quarters. The position peaked at $651K in Q1 2024. 884 funds tracked by Wall St. Rank hold GSK as of Q2 2024.

EPG Wealth Management reported no remaining GSK position as of Q2 2024 after selling out during the quarter.
EPG Wealth Management sold 15,178 GSK shares in Q2 2024, an estimated $651K.
EPG Wealth Management first reported a position in GSK in Q4 2019 and held it in 11 quarters.
EPG Wealth Management's GSK position peaked at $651K in Q1 2024.
884 funds tracked by Wall St. Rank held GSK as of Q2 2024.

Based on EPG Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.