Fort Point Capital Partners’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Fort Point Capital Partners’s Portfolio GSEW Stock Details GSEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.03M	Sell	12,195 -5,069	-29%	-$443K	0.13%	94
2025 Q4	$1.53M	Sell	17,264 -20,550	-54%	-$1.74M	0.17%	84
2025 Q3	$3.22M	Sell	37,814 -15,163	-29%	-$1.27M	0.38%	55
2025 Q2	$4.32M	Sell	52,977 -118,598	-69%	-$9.1M	0.31%	54
2025 Q1	$13M	Buy	171,575 +6,700	+4%	+$527K	1.44%	17
2024 Q4	$12.7M	Buy	164,875 +157,913	+2,268%	+$12.5M	1.39%	18
2024 Q3	$539K	Sell	6,962 -99	-1%	-$7.32K	0.07%	176
2024 Q2	$502K	Buy	7,061 +2	+0%	+$142	0.06%	192
2024 Q1	$514K	Buy	7,059 +3	+0%	+$206	0.07%	192
2023 Q4	$473K	Sell	7,056 -68	-1%	-$4.2K	0.07%	181
2023 Q3	$426K	Buy	7,124 +2	+0%	+$125	0.06%	162
2023 Q2	$445K	Sell	7,122 -149	-2%	-$8.94K	0.06%	168
2023 Q1	$438K	Sell	7,271 -77	-1%	-$4.64K	0.07%	174
2022 Q4	$426K	Buy	7,348 +1	+0%	+$58	0.07%	166
2022 Q3	$392K	Buy	7,347 +3	+0%	+$177	0.07%	171
2022 Q2	$408K	Buy	7,344 +1	+0%	+$61	0.07%	176
2022 Q1	$493K	Buy	7,343 +1,112	+18%	+$74K	0.07%	176
2021 Q4	$445K	Buy	6,231 +151	+2%	+$10.6K	0.06%	177
2021 Q3	$406K	Buy	+6,080	New	+$417K	0.06%	164

Other funds holding GSEW

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fort Point Capital Partners's GSEW Position: Q1 2026 in Review

Fort Point Capital Partners reduced its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 29% in Q1 2026, selling an estimated $443K and leaving 12,195 shares worth $1.03M. The position accounts for 0.13% of the portfolio, ranked #94.

Fort Point Capital Partners first reported a position in GSEW in Q3 2021 and has held it in 19 quarters since. The position peaked at $13M in Q1 2025. 181 funds tracked by Wall St. Rank hold GSEW as of Q1 2026.

Fort Point Capital Partners held 12,195 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $1.03M as of Q1 2026.
Fort Point Capital Partners sold 5,069 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q1 2026, an estimated $443K.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.13% of Fort Point Capital Partners's portfolio in Q1 2026, its #94 holding.
Fort Point Capital Partners first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q3 2021 and has held it in 19 quarters since.
Fort Point Capital Partners's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $13M in Q1 2025.
181 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.