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TrinityPoint Wealth’s Goldman Sachs Small Cap Equity ETF GSC Stock Holding History

TrinityPoint Wealth’s Portfolio GSC Stock Details GSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.77M Buy
34,551
+9,710
+39% +$519K 0.25% 97
2024
Q3 		$1.31M Buy
+24,841
New +$1.26M 0.19% 132

Other funds holding GSC

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HFW
Horizon Family Wealth Chicago, Illinois $189M AUM 18.48% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TrinityPoint Wealth's GSC Position: Q4 2024 in Review

TrinityPoint Wealth increased its Goldman Sachs Small Cap Equity ETF (GSC) stake by 39% in Q4 2024, buying an estimated $519K and bringing the position to 34,551 shares worth $1.77M. The position accounts for 0.25% of the portfolio, ranked #97.

TrinityPoint Wealth first reported a position in GSC in Q3 2024 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold GSC as of Q4 2024.

  • TrinityPoint Wealth held 34,551 shares of Goldman Sachs Small Cap Equity ETF worth $1.77M as of Q4 2024.
  • TrinityPoint Wealth bought 9,710 Goldman Sachs Small Cap Equity ETF shares in Q4 2024, an estimated $519K.
  • Goldman Sachs Small Cap Equity ETF made up 0.25% of TrinityPoint Wealth's portfolio in Q4 2024, its #97 holding.
  • TrinityPoint Wealth first reported a position in Goldman Sachs Small Cap Equity ETF in Q3 2024 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held Goldman Sachs Small Cap Equity ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.