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Kelman-Lazarov Inc’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Kelman-Lazarov Inc’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 		$25.8M Sell
206,054
-7,363
-3% -$966K 3.7% 9
2025
Q4 		$28.3M Sell
213,417
-14,722
-6% -$1.93M 4.03% 6
2025
Q3 		$29.7M Sell
228,139
-5,225
-2% -$657K 4.41% 6
2025
Q2 		$28.3M Sell
233,364
-19,789
-8% -$2.23M 4.59% 5
2025
Q1 		$27.9M Sell
253,153
-110,988
-30% -$12.8M 5.06% 5
2024
Q4 		$41.9M Sell
364,141
-3,354
-0.9% -$390K 7.55% 4
2024
Q3 		$41.5M Buy
367,495
+2,074
+0.6% +$225K 7.14% 4
2024
Q2 		$39.1M Sell
365,421
-14,032
-4% -$1.45M 7.29% 4
2024
Q1 		$39.4M Sell
379,453
-4,264
-1% -$420K 7.7% 4
2023
Q4 		$36M Sell
383,717
-5,121
-1% -$450K 7.79% 4
2023
Q3 		$32.8M Sell
388,838
-958
-0.2% -$83.9K 7.74% 4
2023
Q2 		$34M Buy
389,796
+5,698
+1% +$472K 8.18% 4
2023
Q1 		$31.2M Buy
384,098
+4,081
+1% +$324K 8.1% 4
2022
Q4 		$28.9M Buy
380,017
+215
+0.1% +$16.5K 8.14% 4
2022
Q3 		$27M Buy
379,802
+3,189
+0.8% +$251K 9.18% 4
2022
Q2 		$28.2M Buy
376,613
+6,900
+2% +$560K 9.54% 4
2022
Q1 		$32.9M Buy
369,713
+6,010
+2% +$531K 10.95% 4
2021
Q4 		$34.6M Buy
363,703
+4,524
+1% +$416K 11.14% 4
2021
Q3 		$30.9M Buy
359,179
+5,162
+1% +$458K 10.82% 4
2021
Q2 		$30.5M Buy
354,017
+78,376
+28% +$6.53M 10.63% 4
2021
Q1 		$21.8M Buy
275,641
+136
+0% +$10.6K 7.77% 5
2020
Q4 		$20.9M Sell
275,505
-157
-0.1% -$11.3K 8% 5
2020
Q3 		$18.8M Sell
275,662
-6,958
-2% -$467K 8.52% 5
2020
Q2 		$17.7M Sell
282,620
-16,550
-6% -$981K 8.2% 5
2020
Q1 		$15.6M Buy
299,170
+87,884
+42% +$5.42M 8.37% 5
2019
Q4 		$13.7M Buy
211,286
+52,068
+33% +$3.23M 6.15% 6
2019
Q3 		$9.54M Buy
159,218
+11,960
+8% +$712K 4.7% 6
2019
Q2 		$8.65M Buy
147,258
+12,436
+9% +$718K 4.44% 6
2019
Q1 		$7.66M Buy
134,822
+36,367
+37% +$1.99M 4.04% 7
2018
Q4 		$4.95M Buy
98,455
+24,647
+33% +$1.34M 3.08% 8
2018
Q3 		$4.34M Buy
73,808
+21,625
+41% +$1.24M 2.54% 10
2018
Q2 		$2.86M Buy
52,183
+27,944
+115% +$1.53M 1.53% 20
2018
Q1 		$1.29M Buy
+24,239
New +$1.33M 0.7% 40

Other funds holding GSLC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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

Kelman-Lazarov Inc's GSLC Position: Q1 2026 in Review

Kelman-Lazarov Inc reduced its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) stake by 3.5% in Q1 2026, selling an estimated $966K and leaving 206,054 shares worth $25.8M. The position accounts for 3.7% of the portfolio, ranked #9.

Kelman-Lazarov Inc first reported a position in GSLC in Q1 2018 and has held it in 33 quarters since. The position peaked at $41.9M in Q4 2024. 596 funds tracked by Wall St. Rank hold GSLC as of Q1 2026.

  • Kelman-Lazarov Inc held 206,054 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $25.8M as of Q1 2026.
  • Kelman-Lazarov Inc sold 7,363 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q1 2026, an estimated $966K.
  • Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 3.7% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #9 holding.
  • Kelman-Lazarov Inc first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q1 2018 and has held it in 33 quarters since.
  • Kelman-Lazarov Inc's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $41.9M in Q4 2024.
  • 596 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.