GeoWealth Management’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

GeoWealth Management’s Portfolio GEM Stock Details GEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$53.3K	Sell	1,024 -63,776	-98%	-$3.16M	﹤0.01%	853
2026 Q1	$2.8M	Buy	64,800 +1,307	+2%	+$58.5K	0.1%	125
2025 Q4	$2.64M	Buy	63,493 +5,159	+9%	+$215K	0.1%	127
2025 Q3	$2.38M	Sell	58,334 -4,228	-7%	-$163K	0.09%	149
2025 Q2	$2.33M	Sell	62,562 -2,875	-4%	-$98.7K	0.09%	138
2025 Q1	$2.17M	Sell	65,437 -15,527	-19%	-$511K	0.09%	130
2024 Q4	$2.58M	Sell	80,964 -15,268	-16%	-$517K	0.08%	154
2024 Q3	$3.38M	Sell	96,232 -36,413	-27%	-$1.2M	0.12%	130
2024 Q2	$4.33M	Sell	132,645 -3,094	-2%	-$99.1K	0.19%	82
2024 Q1	$4.25M	Buy	135,739 +135,585	+88,042%	+$4.13M	0.16%	108
2023 Q4	$5K	Buy	154 +98	+175%	+$2.86K	﹤0.01%	662
2023 Q3	$2K	Sell	56 -4,013	-99%	-$120K	﹤0.01%	470
2023 Q2	$121K	Sell	4,069 -12,479	-75%	-$372K	0.01%	275
2023 Q1	$492K	Sell	16,548 -27,150	-62%	-$810K	0.06%	133
2022 Q4	$1.24M	Sell	43,698 -25,673	-37%	-$703K	0.13%	101
2022 Q3	$1.79M	Sell	69,371 -100,395	-59%	-$2.9M	0.2%	88
2022 Q2	$5.05M	Buy	169,766 +9,078	+6%	+$287K	0.68%	36
2022 Q1	$5.44M	Buy	160,688 +24,979	+18%	+$889K	0.48%	57
2021 Q4	$5.02M	Buy	135,709 +18,221	+16%	+$677K	0.41%	62
2021 Q3	$4.36M	Sell	117,488 -32,407	-22%	-$1.26M	0.36%	72
2021 Q2	$6.12M	Buy	149,895 +15,229	+11%	+$615K	0.77%	36
2021 Q1	$5.32M	Buy	134,666 +15,611	+13%	+$626K	0.83%	34
2020 Q4	$4.53M	Buy	119,055 +5,540	+5%	+$196K	0.73%	40
2020 Q3	$3.72M	Buy	113,515 +66,626	+142%	+$2.2M	1.13%	27
2020 Q2	$1.42M	Buy	+46,889	New	+$1.34M	0.59%	52

Other funds holding GEM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

GeoWealth Management's GEM Position: Q2 2026 in Review

GeoWealth Management reduced its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) stake by 98% in Q2 2026, selling an estimated $3.16M and leaving 1,024 shares worth $53.3K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

GeoWealth Management first reported a position in GEM in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.12M in Q2 2021. 202 funds tracked by Wall St. Rank hold GEM as of Q2 2026.

GeoWealth Management held 1,024 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $53.3K as of Q2 2026.
GeoWealth Management sold 63,776 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q2 2026, an estimated $3.16M.
Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up ﹤0.01% of GeoWealth Management's portfolio in Q2 2026, its #853 holding.
GeoWealth Management first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q2 2020 and has held it in 25 quarters since.
GeoWealth Management's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $6.12M in Q2 2021.
202 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.