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ORG Wealth Partners’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

ORG Wealth Partners’s Portfolio GSEW Stock Details GSEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$144K Sell
1,528
-4,412
-74% -$401K 0.02% 260
2026
Q1 		$503K Buy
+5,940
New +$519K 0.1% 130

Other funds holding GSEW

IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ORG Wealth Partners's GSEW Position: Q2 2026 in Review

ORG Wealth Partners reduced its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 74% in Q2 2026, selling an estimated $401K and leaving 1,528 shares worth $144K. The position accounts for 0.02% of the portfolio, ranked #260.

ORG Wealth Partners first reported a position in GSEW in Q1 2026 and has held it in 2 quarters since. The position peaked at $503K in Q1 2026. 182 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

  • ORG Wealth Partners held 1,528 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $144K as of Q2 2026.
  • ORG Wealth Partners sold 4,412 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2026, an estimated $401K.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.02% of ORG Wealth Partners's portfolio in Q2 2026, its #260 holding.
  • ORG Wealth Partners first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • ORG Wealth Partners's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $503K in Q1 2026.
  • 182 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.