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 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.55T AUM 33.47% 1-Year Est. Return

SWM

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Lee-Kelleher Wealth Management's GSLC Position: Q2 2026 in Review

Lee-Kelleher Wealth Management reduced its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) stake by 2.5% in Q2 2026, selling an estimated $211K and leaving 58,471 shares worth $8.3M. The position accounts for 4.34% of the portfolio, ranked #7.

Lee-Kelleher Wealth Management first reported a position in GSLC in Q4 2024 and has held it in 7 quarters since. 635 funds tracked by Wall St. Rank hold GSLC as of Q2 2026.

Lee-Kelleher Wealth Management held 58,471 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $8.3M as of Q2 2026.
Lee-Kelleher Wealth Management sold 1,529 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q2 2026, an estimated $211K.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 4.34% of Lee-Kelleher Wealth Management's portfolio in Q2 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 7 quarters since.
635 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.