PlanVest Financial
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PlanVest Financial’s Goldman Sachs MarketBeta Emerging Markets Equity ETF GSEE Stock Holding History

PlanVest Financial’s Portfolio GSEE Stock Details GSEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$174K Buy
2,529
+61
+2% +$4.16K 0.11% 113
2026
Q2 		$174K Buy
2,468
+150
+6% +$10.1K 0.12% 109
2026
Q1 		$136K Buy
+2,318
New +$141K 0.1% 116

Other funds holding GSEE

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Kickstand Ventures
Kickstand Ventures Pittsford, New York $570M AUM 14.77% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return
BSC
BOLTON SECURITIES CORPORATION Bolton, Massachusetts $2.66B AUM 30.52% 1-Year Est. Return

PlanVest Financial's GSEE Position: Q3 2026 in Review

PlanVest Financial increased its Goldman Sachs MarketBeta Emerging Markets Equity ETF (GSEE) stake by 2.5% in Q3 2026, buying an estimated $4.16K and bringing the position to 2,529 shares worth $174K. The position accounts for 0.11% of the portfolio, ranked #113.

PlanVest Financial first reported a position in GSEE in Q1 2026 and has held it in 3 quarters since. The position peaked at $174K in Q2 2026. 12 funds tracked by Wall St. Rank hold GSEE as of Q3 2026.

  • PlanVest Financial held 2,529 shares of Goldman Sachs MarketBeta Emerging Markets Equity ETF worth $174K as of Q3 2026.
  • PlanVest Financial bought 61 Goldman Sachs MarketBeta Emerging Markets Equity ETF shares in Q3 2026, an estimated $4.16K.
  • Goldman Sachs MarketBeta Emerging Markets Equity ETF made up 0.11% of PlanVest Financial's portfolio in Q3 2026, its #113 holding.
  • PlanVest Financial first reported a position in Goldman Sachs MarketBeta Emerging Markets Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • PlanVest Financial's Goldman Sachs MarketBeta Emerging Markets Equity ETF position peaked at $174K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Goldman Sachs MarketBeta Emerging Markets Equity ETF as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.