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Essential Planning’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Essential Planning’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
2025
Q1 		– Sell
-43,096
Closed -$4.98M – 161
2024
Q4 		$4.98M Buy
+43,096
New +$5.01M 0.03% 120

Other funds holding GSLC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Essential Planning's GSLC Position: Q1 2025 in Review

Essential Planning sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q1 2025, closing a stake of 43,096 shares — an estimated $4.98M sold.

Essential Planning first reported a position in GSLC in Q4 2024 and held it in 1 quarter. The position peaked at $4.98M in Q4 2024. 539 funds tracked by Wall St. Rank hold GSLC as of Q1 2025.

  • Essential Planning reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 43,096 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q1 2025, an estimated $4.98M.
  • Essential Planning first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $4.98M in Q4 2024.
  • 539 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.