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 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 $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

SWM

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

Heritage Wealth Management (Ohio)'s GSLC Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q1 2026, closing a stake of 2,013 shares — an estimated $266K sold.

Heritage Wealth Management (Ohio) first reported a position in GSLC in Q3 2025 and held it in 2 quarters. The position peaked at $327K in Q3 2025. 596 funds tracked by Wall St. Rank hold GSLC as of Q1 2026.

Heritage Wealth Management (Ohio) reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
Heritage Wealth Management (Ohio) sold 2,013 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q1 2026, an estimated $266K.
Heritage Wealth Management (Ohio) first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q3 2025 and held it in 2 quarters.
Heritage Wealth Management (Ohio)'s Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $327K in Q3 2025.
596 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.