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

Perigon Wealth Management’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 Q1	$7.62M	Buy	89,962 +3,119	+4%	+$273K	0.14%	147
2025 Q4	$7.39M	Buy	86,843 +4,179	+5%	+$354K	0.13%	145
2025 Q3	$7.03M	Buy	82,664 +38,726	+88%	+$3.23M	0.14%	143
2025 Q2	$3.58M	Buy	43,938 +1,849	+4%	+$142K	0.08%	234
2025 Q1	$3.2M	Buy	42,089 +44	+0.1%	+$3.46K	0.08%	237
2024 Q4	$3.34M	Buy	42,045 +5,417	+15%	+$430K	0.08%	225
2024 Q3	$2.84M	Buy	36,628 +3,120	+9%	+$231K	0.07%	240
2024 Q2	$2.38M	Buy	33,508 +1,774	+6%	+$126K	0.07%	233
2024 Q1	$2.31M	Buy	31,734 +6,678	+27%	+$459K	0.07%	233
2023 Q4	$1.68M	Buy	+25,056	New	+$1.55M	0.05%	251

Other funds holding GSEW

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Perigon Wealth Management's GSEW Position: Q1 2026 in Review

Perigon Wealth Management increased its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 3.6% in Q1 2026, buying an estimated $273K and bringing the position to 89,962 shares worth $7.62M. The position accounts for 0.14% of the portfolio, ranked #147.

Perigon Wealth Management first reported a position in GSEW in Q4 2023 and has held it in 10 quarters since. 181 funds tracked by Wall St. Rank hold GSEW as of Q1 2026.

Perigon Wealth Management held 89,962 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $7.62M as of Q1 2026.
Perigon Wealth Management bought 3,119 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q1 2026, an estimated $273K.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.14% of Perigon Wealth Management's portfolio in Q1 2026, its #147 holding.
Perigon Wealth Management first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2023 and has held it in 10 quarters since.
181 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.