GoalVest Advisory’s GSK GSK Stock Holding History

GoalVest Advisory’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	$2.62K	Buy	+50	New	+$2.64K	﹤0.01%	433
2024 Q4	–	Sell	-160	Closed	-$6.54K	–	406
2024 Q3	$6.54K	Hold	160	–	–	﹤0.01%	339
2024 Q2	$6.16K	Hold	160	–	–	﹤0.01%	287
2024 Q1	$6.86K	Hold	160	–	–	﹤0.01%	332
2023 Q4	$5.93K	Hold	160	–	–	﹤0.01%	281
2023 Q3	$5.8K	Hold	160	–	–	﹤0.01%	333
2023 Q2	$5.7K	Hold	160	–	–	﹤0.01%	289
2023 Q1	$5.69K	Hold	160	–	–	﹤0.01%	202
2022 Q4	$5.62K	Hold	160	–	–	﹤0.01%	201
2022 Q3	$5K	Hold	160	–	–	﹤0.01%	209
2022 Q2	$9K	Hold	160	–	–	0.01%	252
2022 Q1	$9K	Buy	+160	New	+$8.69K	0.01%	249
2021 Q2	$8K	Hold	160	–	–	0.01%	204
2021 Q1	$7K	Hold	160	–	–	0.01%	166
2020 Q4	$7K	Buy	+160	New	+$7.35K	0.01%	175

Other funds holding GSK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

GoalVest Advisory's GSK Position: Q2 2026 in Review

GoalVest Advisory opened a new position in GSK (GSK) in Q2 2026: 50 shares worth $2.62K. The stake represents ﹤0.01% of the portfolio and ranks #433 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in GSK as recently as Q3 2024.

GoalVest Advisory first reported a position in GSK in Q4 2020 and has held it in 15 quarters since. The position peaked at $9K in Q2 2022. 161 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

GoalVest Advisory held 50 shares of GSK worth $2.62K as of Q2 2026.
GSK was a new GoalVest Advisory position in Q2 2026.
GSK made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #433 holding.
GoalVest Advisory first reported a position in GSK in Q4 2020 and has held it in 15 quarters since.
GoalVest Advisory's GSK position peaked at $9K in Q2 2022.
161 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.