Rockefeller Capital Management
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Rockefeller Capital Management’s Goldman Sachs ActiveBeta World Equity ETF GSWO Stock Holding History

Rockefeller Capital Management’s Portfolio GSWO Stock Details GSWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$71.3K Hold
1,104
– – ﹤0.01% 3264
2026
Q2 		$70K Buy
1,104
+89
+9% +$5.5K ﹤0.01% 3182
2026
Q1 		$57.1K Sell
1,015
-700
-41% -$40.8K ﹤0.01% 3201
2025
Q4 		$99K Buy
1,715
+100
+6% +$5.71K ﹤0.01% 2732
2025
Q3 		$92K Buy
+1,615
New +$90.1K ﹤0.01% 2616

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ARQ Wealth Advisors
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Capital Advisors Wealth Management
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Rockefeller Capital Management's GSWO Position: Q3 2026 in Review

Rockefeller Capital Management held its Goldman Sachs ActiveBeta World Equity ETF (GSWO) position steady in Q3 2026 at 1,104 shares worth $71.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3264.

Rockefeller Capital Management first reported a position in GSWO in Q3 2025 and has held it in 5 quarters since. The position peaked at $99K in Q4 2025. 28 funds tracked by Wall St. Rank hold GSWO as of Q3 2026.

  • Rockefeller Capital Management held 1,104 shares of Goldman Sachs ActiveBeta World Equity ETF worth $71.3K as of Q3 2026.
  • Rockefeller Capital Management left its Goldman Sachs ActiveBeta World Equity ETF share count unchanged in Q3 2026.
  • Goldman Sachs ActiveBeta World Equity ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #3264 holding.
  • Rockefeller Capital Management first reported a position in Goldman Sachs ActiveBeta World Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • Rockefeller Capital Management's Goldman Sachs ActiveBeta World Equity ETF position peaked at $99K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta World Equity ETF as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.