San Luis Wealth Advisors’s GSK GSK Stock Holding History

San Luis Wealth Advisors’s Portfolio GSK Stock Details GSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-21,968	Closed	-$743K	–	147
2024 Q4	$743K	Buy	21,968 +6,031	+38%	+$217K	0.14%	78
2024 Q3	$652K	Buy	15,937 +8,396	+111%	+$343K	0.13%	86
2024 Q2	$290K	Buy	+7,541	New	+$317K	0.07%	100
2022 Q2	–	Sell	-1,062	Closed	-$59K	–	221
2022 Q1	$59K	Buy	+1,062	New	+$57.7K	0.03%	226
2020 Q4	$230K	Buy	+5,010	New	+$230K	0.15%	119

Other funds holding GSK

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

San Luis Wealth Advisors's GSK Position: Q1 2025 in Review

San Luis Wealth Advisors sold out of GSK (GSK) in Q1 2025, closing a stake of 21,968 shares — an estimated $743K sold.

San Luis Wealth Advisors first reported a position in GSK in Q4 2020 and held it in 5 quarters. The position peaked at $743K in Q4 2024. 857 funds tracked by Wall St. Rank hold GSK as of Q1 2025.

San Luis Wealth Advisors reported no remaining GSK position as of Q1 2025 after selling out during the quarter.
San Luis Wealth Advisors sold 21,968 GSK shares in Q1 2025, an estimated $743K.
San Luis Wealth Advisors first reported a position in GSK in Q4 2020 and held it in 5 quarters.
San Luis Wealth Advisors's GSK position peaked at $743K in Q4 2024.
857 funds tracked by Wall St. Rank held GSK as of Q1 2025.

Based on San Luis Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.