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Summit Wealth Group (Colorado)’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Summit Wealth Group (Colorado)’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
2026
Q2 		$239K Hold
2,527
– – 0.02% 343
2026
Q1 		$214K Buy
+2,527
New +$221K 0.02% 319

Other funds holding GSEW

IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Summit Wealth Group (Colorado)'s GSEW Position: Q2 2026 in Review

Summit Wealth Group (Colorado) held its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) position steady in Q2 2026 at 2,527 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #343.

Summit Wealth Group (Colorado) first reported a position in GSEW in Q1 2026 and has held it in 2 quarters since. 182 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

  • Summit Wealth Group (Colorado) held 2,527 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $239K as of Q2 2026.
  • Summit Wealth Group (Colorado) left its Goldman Sachs Equal Weight US Large Cap Equity ETF share count unchanged in Q2 2026.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #343 holding.
  • Summit Wealth Group (Colorado) first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 182 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.