KWB Wealth
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KWB Wealth’s Goldman Sachs Dynamic California Municipal Income ETF GCAL Stock Holding History

KWB Wealth’s Portfolio GCAL Stock Details GCAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$877K Buy
+18,088
New +$908K 0.07% 97

Other funds holding GCAL

WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
RWA
Roberts Wealth Advisors Palo Alto, California $445M AUM 20.18% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

KWB Wealth's GCAL Position: Q3 2026 in Review

KWB Wealth opened a new position in Goldman Sachs Dynamic California Municipal Income ETF (GCAL) in Q3 2026: 18,088 shares worth $877K. The stake represents 0.07% of the portfolio and ranks #97 among its holdings.

12 funds tracked by Wall St. Rank hold GCAL as of Q3 2026.

  • KWB Wealth held 18,088 shares of Goldman Sachs Dynamic California Municipal Income ETF worth $877K as of Q3 2026.
  • Goldman Sachs Dynamic California Municipal Income ETF was a new KWB Wealth position in Q3 2026.
  • Goldman Sachs Dynamic California Municipal Income ETF made up 0.07% of KWB Wealth's portfolio in Q3 2026, its #97 holding.
  • 12 funds tracked by Wall St. Rank held Goldman Sachs Dynamic California Municipal Income ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.