Planned Solutions’s Goldman Sachs Dynamic California Municipal Income ETF GCAL Stock Holding History

Planned Solutions’s Portfolio GCAL Stock Details GCAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.33M	Buy	109,844 +83,692	+320%	+$4.2M	1.46%	16
2026 Q2	$1.34M	Buy	26,152 +4,371	+20%	+$222K	0.38%	37
2026 Q1	$1.1M	Buy	21,781 +6,157	+39%	+$315K	0.36%	36
2025 Q4	$795K	Buy	15,624 +4,418	+39%	+$225K	0.26%	44
2025 Q3	$568K	Buy	11,206 +3,273	+41%	+$163K	0.2%	58
2025 Q2	$394K	Buy	+7,933	New	+$392K	0.15%	74

Other funds holding GCAL

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Roberts Wealth Advisors Palo Alto, California $445M AUM 20.18% 1-Year Est. Return

Cooper Capital Advisors Encinitas, California $245M AUM 17.92% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Planned Solutions's GCAL Position: Q3 2026 in Review

Planned Solutions increased its Goldman Sachs Dynamic California Municipal Income ETF (GCAL) stake by 320% in Q3 2026, buying an estimated $4.2M and bringing the position to 109,844 shares worth $5.33M. The position accounts for 1.46% of the portfolio, ranked #16.

Planned Solutions first reported a position in GCAL in Q2 2025 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold GCAL as of Q3 2026.

Planned Solutions held 109,844 shares of Goldman Sachs Dynamic California Municipal Income ETF worth $5.33M as of Q3 2026.
Planned Solutions bought 83,692 Goldman Sachs Dynamic California Municipal Income ETF shares in Q3 2026, an estimated $4.2M.
Goldman Sachs Dynamic California Municipal Income ETF made up 1.46% of Planned Solutions's portfolio in Q3 2026, its #16 holding.
Planned Solutions first reported a position in Goldman Sachs Dynamic California Municipal Income ETF in Q2 2025 and has held it in 6 quarters since.
20 funds tracked by Wall St. Rank held Goldman Sachs Dynamic California Municipal Income ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.