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GTEK icon

Heartwood Wealth Advisors’s Goldman Sachs Future Tech Leaders Equity ETF GTEK Stock Holding History

Heartwood Wealth Advisors’s Portfolio GTEK Stock Details GTEK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.4M Sell
419,956
-106,607
-20% -$5.77M 2.05% 15
2026
Q1 		$21.5M Sell
526,563
-32,607
-6% -$1.37M 1.88% 18
2025
Q4 		$22.3M Buy
559,170
+2,291
+0.4% +$90.9K 2.06% 15
2025
Q3 		$21.7M Buy
556,879
+5,415
+1% +$198K 2.03% 15
2025
Q2 		$19.9M Buy
551,464
+6,896
+1% +$220K 2.08% 15
2025
Q1 		$16.2M Sell
544,568
-46,268
-8% -$1.52M 1.84% 19
2024
Q4 		$19.1M Buy
590,836
+5,174
+0.9% +$168K 2.15% 17
2024
Q3 		$17.8M Buy
585,662
+6,727
+1% +$196K 1.97% 19
2024
Q2 		$17.3M Buy
578,935
+4,419
+0.8% +$128K 2.07% 18
2024
Q1 		$16.9M Buy
574,516
+114,001
+25% +$3.24M 2.08% 17
2023
Q4 		$12.8M Buy
+460,515
New +$11.5M 1.71% 21

Other funds holding GTEK

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Heartwood Wealth Advisors's GTEK Position: Q2 2026 in Review

Heartwood Wealth Advisors reduced its Goldman Sachs Future Tech Leaders Equity ETF (GTEK) stake by 20% in Q2 2026, selling an estimated $5.77M and leaving 419,956 shares worth $26.4M. The position accounts for 2.05% of the portfolio, ranked #15.

Heartwood Wealth Advisors first reported a position in GTEK in Q4 2023 and has held it in 11 quarters since. 6 funds tracked by Wall St. Rank hold GTEK as of Q2 2026.

  • Heartwood Wealth Advisors held 419,956 shares of Goldman Sachs Future Tech Leaders Equity ETF worth $26.4M as of Q2 2026.
  • Heartwood Wealth Advisors sold 106,607 Goldman Sachs Future Tech Leaders Equity ETF shares in Q2 2026, an estimated $5.77M.
  • Goldman Sachs Future Tech Leaders Equity ETF made up 2.05% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Heartwood Wealth Advisors first reported a position in Goldman Sachs Future Tech Leaders Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 6 funds tracked by Wall St. Rank held Goldman Sachs Future Tech Leaders Equity ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.