Klingman & Associates’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Klingman & Associates’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 Q3	$228K	Hold	1,571	–	–	0.01%	383
2026 Q2	$223K	Buy	+1,571	New	+$217K	0.01%	321
2026 Q1	–	Sell	-1,571	Closed	-$208K	–	338
2025 Q4	$208K	Hold	1,571	–	–	0.01%	316
2025 Q3	$205K	Buy	+1,571	New	+$198K	0.01%	309
2023 Q3	–	Sell	-2,638	Closed	-$230K	–	226
2023 Q2	$230K	Buy	+2,638	New	+$219K	0.02%	196

Other funds holding GSLC

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Lifelong Wealth Advisors Arden Hills, Minnesota $432M AUM 12.54% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Klingman & Associates's GSLC Position: Q3 2026 in Review

Klingman & Associates held its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) position steady in Q3 2026 at 1,571 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #383.

Klingman & Associates first reported a position in GSLC in Q2 2023 and has held it in 5 quarters since. The position peaked at $230K in Q2 2023. 198 funds tracked by Wall St. Rank hold GSLC as of Q3 2026.

Klingman & Associates held 1,571 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $228K as of Q3 2026.
Klingman & Associates left its Goldman Sachs ActiveBeta US Large Cap Equity ETF share count unchanged in Q3 2026.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 0.01% of Klingman & Associates's portfolio in Q3 2026, its #383 holding.
Klingman & Associates first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q2 2023 and has held it in 5 quarters since.
Klingman & Associates's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $230K in Q2 2023.
198 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.