Running Point Capital Advisors’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Running Point Capital Advisors’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
2025 Q4	$862K	Hold	10,123	–	–	0.23%	63
2025 Q3	$861K	Hold	10,123	–	–	0.23%	61
2025 Q2	$825K	Hold	10,123	–	–	0.23%	59
2025 Q1	$770K	Hold	10,123	–	–	0.24%	61
2024 Q4	$782K	Sell	10,123 -1,180	-10%	-$93.6K	0.27%	49
2024 Q3	$876K	Hold	11,303	–	–	0.34%	43
2024 Q2	$804K	Hold	11,303	–	–	0.33%	46
2024 Q1	$823K	Hold	11,303	–	–	0.37%	46
2023 Q4	$758K	Sell	11,303 -4,999	-31%	-$309K	0.37%	45
2023 Q3	$974K	Hold	16,302	–	–	0.56%	35
2023 Q2	$1.02M	Hold	16,302	–	–	0.57%	34
2023 Q1	$981K	Sell	16,302 -444	-3%	-$26.8K	0.59%	34
2022 Q4	$970K	Buy	16,746 +8,954	+115%	+$519K	0.6%	32
2022 Q3	$415K	Buy	+7,792	New	+$459K	0.28%	49

Other funds holding GSEW

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Running Point Capital Advisors's GSEW Position: Q4 2025 in Review

Running Point Capital Advisors held its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) position steady in Q4 2025 at 10,123 shares worth $862K. The position accounts for 0.23% of the portfolio, ranked #63.

Running Point Capital Advisors first reported a position in GSEW in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.02M in Q2 2023. 171 funds tracked by Wall St. Rank hold GSEW as of Q4 2025.

Running Point Capital Advisors held 10,123 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $862K as of Q4 2025.
Running Point Capital Advisors left its Goldman Sachs Equal Weight US Large Cap Equity ETF share count unchanged in Q4 2025.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.23% of Running Point Capital Advisors's portfolio in Q4 2025, its #63 holding.
Running Point Capital Advisors first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q3 2022 and has held it in 14 quarters since.
Running Point Capital Advisors's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $1.02M in Q2 2023.
171 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.