Stonehaven Wealth & Tax Solutions’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Stonehaven Wealth & Tax Solutions’s Portfolio GSLC Stock Details GSLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$266K	Sell	2,124 -73	-3%	-$9.57K	0.24%	67
2025 Q4	$291K	Sell	2,197 -180	-8%	-$23.6K	0.26%	57
2025 Q3	$310K	Sell	2,377 -89	-4%	-$11.2K	0.29%	54
2025 Q2	$299K	Sell	2,466 -487	-16%	-$54.8K	0.29%	53
2025 Q1	$325K	Sell	2,953 -6,344	-68%	-$734K	0.34%	45
2024 Q4	$1.07M	Buy	+9,297	New	+$1.08M	1.17%	25

Other funds holding GSLC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's GSLC Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) stake by 3.3% in Q1 2026, selling an estimated $9.57K and leaving 2,124 shares worth $266K. The position accounts for 0.24% of the portfolio, ranked #67.

Stonehaven Wealth & Tax Solutions first reported a position in GSLC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.07M in Q4 2024. 596 funds tracked by Wall St. Rank hold GSLC as of Q1 2026.

Stonehaven Wealth & Tax Solutions held 2,124 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $266K as of Q1 2026.
Stonehaven Wealth & Tax Solutions sold 73 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q1 2026, an estimated $9.57K.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 0.24% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #67 holding.
Stonehaven Wealth & Tax Solutions first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q4 2024 and has held it in 6 quarters since.
Stonehaven Wealth & Tax Solutions's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $1.07M in Q4 2024.
596 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.