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GeoWealth Management’s GSK GSK Stock Holding History

GeoWealth 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
2026
Q2 		$625K Buy
11,920
+278
+2% +$14.7K 0.02% 442
2026
Q1 		$643K Buy
11,642
+717
+7% +$38.9K 0.02% 413
2025
Q4 		$536K Sell
10,925
-16,940
-61% -$790K 0.02% 417
2025
Q3 		$1.2M Buy
27,865
+9,457
+51% +$369K 0.04% 262
2025
Q2 		$707K Buy
18,408
+1,530
+9% +$58.5K 0.03% 329
2025
Q1 		$654K Buy
16,878
+2,643
+19% +$96.8K 0.03% 372
2024
Q4 		$481K Sell
14,235
-31
-0.2% -$1.12K 0.02% 477
2024
Q3 		$583K Buy
14,266
+2,285
+19% +$93.5K 0.02% 436
2024
Q2 		$461K Buy
11,981
+1,347
+13% +$56.7K 0.02% 454
2024
Q1 		$456K Buy
10,634
+1,088
+11% +$44.9K 0.02% 464
2023
Q4 		$354K Buy
+9,546
New +$343K 0.03% 386

Other funds holding GSK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

GeoWealth Management's GSK Position: Q2 2026 in Review

GeoWealth Management increased its GSK (GSK) stake by 2.4% in Q2 2026, buying an estimated $14.7K and bringing the position to 11,920 shares worth $625K. The position accounts for 0.02% of the portfolio, ranked #442.

GeoWealth Management first reported a position in GSK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.2M in Q3 2025. 1,045 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • GeoWealth Management held 11,920 shares of GSK worth $625K as of Q2 2026.
  • GeoWealth Management bought 278 GSK shares in Q2 2026, an estimated $14.7K.
  • GSK made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #442 holding.
  • GeoWealth Management first reported a position in GSK in Q4 2023 and has held it in 11 quarters since.
  • GeoWealth Management's GSK position peaked at $1.2M in Q3 2025.
  • 1,045 funds tracked by Wall St. Rank held GSK as of Q2 2026.

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