Heritage Wealth Management (Ohio)’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio GSLC Stock Details GSLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$285K	Buy	+2,010	New	+$278K	0.07%	229
2026 Q1	–	Sell	-2,013	Closed	-$266K	–	185
2025 Q4	$266K	Sell	2,013 -500	-20%	-$65.6K	0.07%	217
2025 Q3	$327K	Buy	+2,513	New	+$316K	0.1%	182

Other funds holding GSLC

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

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

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWM

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s GSLC Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q2 2026: 2,010 shares worth $285K. The stake represents 0.07% of the portfolio and ranks #229 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in GSLC as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in GSLC in Q3 2025 and has held it in 3 quarters since. The position peaked at $327K in Q3 2025. 639 funds tracked by Wall St. Rank hold GSLC as of Q2 2026.

Heritage Wealth Management (Ohio) held 2,010 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $285K as of Q2 2026.
Goldman Sachs ActiveBeta US Large Cap Equity ETF was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 0.07% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #229 holding.
Heritage Wealth Management (Ohio) first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q3 2025 and has held it in 3 quarters since.
Heritage Wealth Management (Ohio)'s Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $327K in Q3 2025.
639 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.