Peak Planning Group’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Peak Planning Group’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	$233K	Hold	1,641	–	–	0.05%	120
2026 Q1	$205K	Hold	1,641	–	–	0.06%	119
2025 Q4	$217K	Hold	1,641	–	–	0.06%	114
2025 Q3	$214K	Sell	1,641 -525	-24%	-$66K	0.11%	89
2025 Q2	$263K	Buy	+2,166	New	+$244K	0.17%	73

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

Peak Planning Group's GSLC Position: Q2 2026 in Review

Peak Planning Group held its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) position steady in Q2 2026 at 1,641 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #120.

Peak Planning Group first reported a position in GSLC in Q2 2025 and has held it in 5 quarters since. The position peaked at $263K in Q2 2025. 637 funds tracked by Wall St. Rank hold GSLC as of Q2 2026.

Peak Planning Group held 1,641 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $233K as of Q2 2026.
Peak Planning Group left its Goldman Sachs ActiveBeta US Large Cap Equity ETF share count unchanged in Q2 2026.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 0.05% of Peak Planning Group's portfolio in Q2 2026, its #120 holding.
Peak Planning Group first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
Peak Planning Group's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $263K in Q2 2025.
637 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.