Meriwether Wealth & Planning
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Meriwether Wealth & Planning’s GSK GSK Stock Holding History

Meriwether Wealth & Planning’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 		$159K Buy
+3,307
New +$169K 0.07% 134
2025
Q2 		– Sell
-5,384
Closed -$209K – 132
2025
Q1 		$209K Buy
+5,384
New +$197K 0.14% 117

Other funds holding GSK

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Keystone Financial Planning
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Meriwether Wealth & Planning's GSK Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in GSK (GSK) in Q3 2026: 3,307 shares worth $159K. The stake represents 0.07% of the portfolio and ranks #134 among its holdings. This is a return to the name: Meriwether Wealth & Planning previously reported a position in GSK as recently as Q1 2025.

Meriwether Wealth & Planning first reported a position in GSK in Q1 2025 and has held it in 2 quarters since. The position peaked at $209K in Q1 2025. 266 funds tracked by Wall St. Rank hold GSK as of Q3 2026.

  • Meriwether Wealth & Planning held 3,307 shares of GSK worth $159K as of Q3 2026.
  • GSK was a new Meriwether Wealth & Planning position in Q3 2026.
  • GSK made up 0.07% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #134 holding.
  • Meriwether Wealth & Planning first reported a position in GSK in Q1 2025 and has held it in 2 quarters since.
  • Meriwether Wealth & Planning's GSK position peaked at $209K in Q1 2025.
  • 266 funds tracked by Wall St. Rank held GSK as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.