Orion Portfolio Solutions’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Orion Portfolio Solutions’s Portfolio GEM Stock Details GEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$352K	Buy	10,612 +3,038	+40%	+$100K	﹤0.01%	1562
2024 Q4	$242K	Buy	7,574 +937	+14%	+$31.8K	﹤0.01%	1666
2024 Q3	$233K	Buy	+6,637	New	+$219K	﹤0.01%	1641
2023 Q3	–	Sell	-7,554	Closed	-$226K	–	1640
2023 Q2	$226K	Sell	7,554 -706	-9%	-$21K	﹤0.01%	1517
2023 Q1	$246K	Buy	8,260 +782	+10%	+$23.3K	﹤0.01%	1420
2022 Q4	$212K	Sell	7,478 -1,098	-13%	-$30.1K	0.01%	761
2022 Q3	$222K	Buy	8,576 +502	+6%	+$14.5K	0.01%	673
2022 Q2	$240K	Sell	8,074 -181	-2%	-$5.71K	0.01%	610
2022 Q1	$280K	Sell	8,255 -16,394	-67%	-$583K	0.01%	593
2021 Q4	$912K	Buy	24,649 +5,441	+28%	+$202K	0.03%	291
2021 Q3	$713K	Buy	19,208 +9,056	+89%	+$352K	0.03%	320
2021 Q2	$414K	Buy	10,152 +3,824	+60%	+$155K	0.02%	406
2021 Q1	$250K	Buy	+6,328	New	+$254K	0.01%	473
2020 Q2	–	Sell	-77	Closed	-$2K	–	2276
2020 Q1	$2K	Hold	77	–	–	﹤0.01%	1569
2019 Q4	$3K	Buy	+77	New	+$2.53K	﹤0.01%	1405

Other funds holding GEM

SWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Orion Portfolio Solutions's GEM Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) stake by 40% in Q1 2025, buying an estimated $100K and bringing the position to 10,612 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

Orion Portfolio Solutions first reported a position in GEM in Q4 2019 and has held it in 15 quarters since. The position peaked at $912K in Q4 2021. 150 funds tracked by Wall St. Rank hold GEM as of Q1 2025.

Orion Portfolio Solutions held 10,612 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $352K as of Q1 2025.
Orion Portfolio Solutions bought 3,038 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q1 2025, an estimated $100K.
Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1562 holding.
Orion Portfolio Solutions first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q4 2019 and has held it in 15 quarters since.
Orion Portfolio Solutions's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $912K in Q4 2021.
150 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.