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 Q2	$9.27M	Buy	98,211 +8,249	+9%	+$750K	0.15%	143
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 $20.5B AUM 24.45% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Perigon Wealth Management's GSEW Position: Q2 2026 in Review

Perigon Wealth Management increased its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 9.2% in Q2 2026, buying an estimated $750K and bringing the position to 98,211 shares worth $9.27M. The position accounts for 0.15% of the portfolio, ranked #143.

Perigon Wealth Management first reported a position in GSEW in Q4 2023 and has held it in 11 quarters since. 183 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

Perigon Wealth Management held 98,211 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $9.27M as of Q2 2026.
Perigon Wealth Management bought 8,249 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2026, an estimated $750K.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.15% of Perigon Wealth Management's portfolio in Q2 2026, its #143 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 11 quarters since.
183 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.