Lee-Kelleher Wealth Management’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Lee-Kelleher Wealth Management’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	$8.2M	Sell	56,541 -1,930	-3%	-$280K	4.22%	7
2026 Q2	$8.3M	Sell	58,471 -1,529	-3%	-$211K	4.34%	7
2026 Q1	$7.51M	Sell	60,000 -2,154	-3%	-$282K	4.47%	7
2025 Q4	$8.23M	Sell	62,154 -242	-0.4%	-$31.7K	4.91%	7
2025 Q3	$8.13M	Sell	62,396 -1,194	-2%	-$150K	5.01%	7
2025 Q2	$7.72M	Sell	63,590 -350	-0.5%	-$39.4K	5.13%	7
2025 Q1	$7.04M	Sell	63,940 -380	-0.6%	-$43.9K	5.18%	7
2024 Q4	$7.41M	Buy	+64,320	New	+$7.48M	5.28%	7

Other funds holding GSLC

SWM

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

APW

Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Lee-Kelleher Wealth Management's GSLC Position: Q3 2026 in Review

Lee-Kelleher Wealth Management reduced its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) stake by 3.3% in Q3 2026, selling an estimated $280K and leaving 56,541 shares worth $8.2M. The position accounts for 4.22% of the portfolio, ranked #7.

Lee-Kelleher Wealth Management first reported a position in GSLC in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.3M in Q2 2026. 26 funds tracked by Wall St. Rank hold GSLC as of Q3 2026.

Lee-Kelleher Wealth Management held 56,541 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $8.2M as of Q3 2026.
Lee-Kelleher Wealth Management sold 1,930 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q3 2026, an estimated $280K.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 4.22% of Lee-Kelleher Wealth Management's portfolio in Q3 2026, its #7 holding.
Lee-Kelleher Wealth Management first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q4 2024 and has held it in 8 quarters since.
Lee-Kelleher Wealth Management's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $8.3M in Q2 2026.
26 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q3 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.