Mascoma Wealth Management’s GSK GSK Stock Holding History

Mascoma Wealth Management’s Portfolio GSK Stock Details GSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$15.8K	Buy	328 +310	+1,722%	+$15.8K	﹤0.01%	296
2026 Q2	$944	Buy	+18	New	+$952	﹤0.01%	512
2022 Q4	–	Sell	-292	Closed	-$9.7K	–	642
2022 Q3	$9K	Hold	292	–	–	﹤0.01%	414
2022 Q2	$16K	Hold	292	–	–	0.01%	367
2022 Q1	$16K	Hold	292	–	–	0.01%	392
2021 Q4	$16K	Hold	292	–	–	0.01%	356
2021 Q3	$14K	Buy	+292	New	+$14.7K	0.01%	320
2021 Q2	–	Sell	-292	Closed	-$13K	–	247
2021 Q1	$13K	Buy	+292	New	+$13.3K	0.01%	325
2019 Q3	–	Sell	-482	Closed	-$24K	–	191
2019 Q2	$24K	Hold	482	–	–	0.02%	216
2019 Q1	$25K	Sell	482 -460	-49%	-$23K	0.02%	207
2018 Q4	$45K	Sell	942 -260	-22%	-$12.8K	0.03%	147
2018 Q3	$60K	Sell	1,202 -100	-8%	-$5.08K	0.04%	151
2018 Q2	$66K	Hold	1,302	–	–	0.05%	135
2018 Q1	$64K	Sell	1,302 -768	-37%	-$35.8K	0.04%	133
2017 Q4	$96K	Sell	2,070 -1,712	-45%	-$79.1K	0.06%	112
2017 Q3	$192K	Hold	3,782	–	–	0.13%	75
2017 Q2	$204K	Sell	3,782 -160	-4%	-$8.53K	0.14%	71
2017 Q1	$208K	Sell	3,942 -104	-3%	-$5.28K	0.15%	59
2016 Q4	$195K	Buy	+4,046	New	+$200K	0.14%	65

Other funds holding GSK

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Mascoma Wealth Management's GSK Position: Q3 2026 in Review

Mascoma Wealth Management increased its GSK (GSK) stake by 1,722% in Q3 2026, buying an estimated $15.8K and bringing the position to 328 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Mascoma Wealth Management first reported a position in GSK in Q4 2016 and has held it in 19 quarters since. The position peaked at $208K in Q1 2017. 266 funds tracked by Wall St. Rank hold GSK as of Q3 2026.

Mascoma Wealth Management held 328 shares of GSK worth $15.8K as of Q3 2026.
Mascoma Wealth Management bought 310 GSK shares in Q3 2026, an estimated $15.8K.
GSK made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #296 holding.
Mascoma Wealth Management first reported a position in GSK in Q4 2016 and has held it in 19 quarters since.
Mascoma Wealth Management's GSK position peaked at $208K in Q1 2017.
266 funds tracked by Wall St. Rank held GSK as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.