PS
GCAL

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
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

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
DWM
Ducere Wealth Management Newport Beach, California $333M AUM
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Planned Solutions's GCAL Position: Q2 2026 in Review

Planned Solutions increased its Goldman Sachs Dynamic California Municipal Income ETF (GCAL) stake by 20% in Q2 2026, buying an estimated $222K and bringing the position to 26,152 shares worth $1.34M. The position accounts for 0.38% of the portfolio, ranked #37.

Planned Solutions first reported a position in GCAL in Q2 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold GCAL as of Q2 2026.

  • Planned Solutions held 26,152 shares of Goldman Sachs Dynamic California Municipal Income ETF worth $1.34M as of Q2 2026.
  • Planned Solutions bought 4,371 Goldman Sachs Dynamic California Municipal Income ETF shares in Q2 2026, an estimated $222K.
  • Goldman Sachs Dynamic California Municipal Income ETF made up 0.38% of Planned Solutions's portfolio in Q2 2026, its #37 holding.
  • Planned Solutions first reported a position in Goldman Sachs Dynamic California Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 14 funds tracked by Wall St. Rank held Goldman Sachs Dynamic California Municipal Income ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.