Fortem Financial Group’s Goldman Sachs Value Opportunities ETF GVLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.4M Buy
72,045
+542
+0.8% +$24K 0.69% 40
2026
Q1
$2.84M Buy
71,503
+10,300
+17% +$425K 0.71% 44
2025
Q4
$2.5M Buy
+61,203
New +$2.49M 0.67% 45

Fortem Financial Group's GVLE Position: Q2 2026 in Review

Fortem Financial Group increased its Goldman Sachs Value Opportunities ETF (GVLE) stake by 0.76% in Q2 2026, buying an estimated $24K and bringing the position to 72,045 shares worth $3.4M. The position accounts for 0.69% of the portfolio, ranked #40.

Fortem Financial Group first reported a position in GVLE in Q4 2025 and has held it in 3 quarters since. 1 fund tracked by Wall St. Rank holds GVLE as of Q2 2026.

  • Fortem Financial Group held 72,045 shares of Goldman Sachs Value Opportunities ETF worth $3.4M as of Q2 2026.
  • Fortem Financial Group bought 542 Goldman Sachs Value Opportunities ETF shares in Q2 2026, an estimated $24K.
  • Goldman Sachs Value Opportunities ETF made up 0.69% of Fortem Financial Group's portfolio in Q2 2026, its #40 holding.
  • Fortem Financial Group first reported a position in Goldman Sachs Value Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 1 fund tracked by Wall St. Rank held Goldman Sachs Value Opportunities ETF as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.