Waldron Private Wealth’s Goldman Sachs Future Tech Leaders Equity ETF GTEK Stock Holding History

Waldron Private Wealth’s Portfolio GTEK Stock Details GTEK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$788K	Hold	13,425	–	–	0.03%	175
2026 Q2	$844K	Hold	13,425	–	–	0.03%	163
2026 Q1	$549K	Hold	13,425	–	–	0.02%	208
2025 Q4	$537K	Hold	13,425	–	–	0.02%	201
2025 Q3	$524K	Hold	13,425	–	–	0.02%	199
2025 Q2	$484K	Hold	13,425	–	–	0.02%	193
2025 Q1	$398K	Hold	13,425	–	–	0.02%	205
2024 Q4	$434K	Hold	13,425	–	–	0.02%	265
2024 Q3	$409K	Hold	13,425	–	–	0.02%	281
2024 Q2	$402K	Hold	13,425	–	–	0.02%	265
2024 Q1	$395K	Buy	+13,425	New	+$381K	0.02%	271
2023 Q2	–	Sell	-13,425	Closed	-$322K	–	400
2023 Q1	$322K	Hold	13,425	–	–	0.02%	315
2022 Q4	$281K	Hold	13,425	–	–	0.02%	308
2022 Q3	$281K	Hold	13,425	–	–	0.02%	310
2022 Q2	$308K	Buy	13,425 +5,625	+72%	+$146K	0.02%	297
2022 Q1	$243K	Buy	+7,800	New	+$255K	0.01%	355

Other funds holding GTEK

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cassia Capital Partners Winston Salem, North Carolina $207M AUM 13.15% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Retirement Planning Company of New England Warwick, Rhode Island $263M AUM 26.23% 1-Year Est. Return

Waldron Private Wealth's GTEK Position: Q3 2026 in Review

Waldron Private Wealth held its Goldman Sachs Future Tech Leaders Equity ETF (GTEK) position steady in Q3 2026 at 13,425 shares worth $788K. The position accounts for 0.03% of the portfolio, ranked #175.

Waldron Private Wealth first reported a position in GTEK in Q1 2022 and has held it in 16 quarters since. The position peaked at $844K in Q2 2026. 21 funds tracked by Wall St. Rank hold GTEK as of Q3 2026.

Waldron Private Wealth held 13,425 shares of Goldman Sachs Future Tech Leaders Equity ETF worth $788K as of Q3 2026.
Waldron Private Wealth left its Goldman Sachs Future Tech Leaders Equity ETF share count unchanged in Q3 2026.
Goldman Sachs Future Tech Leaders Equity ETF made up 0.03% of Waldron Private Wealth's portfolio in Q3 2026, its #175 holding.
Waldron Private Wealth first reported a position in Goldman Sachs Future Tech Leaders Equity ETF in Q1 2022 and has held it in 16 quarters since.
Waldron Private Wealth's Goldman Sachs Future Tech Leaders Equity ETF position peaked at $844K in Q2 2026.
21 funds tracked by Wall St. Rank held Goldman Sachs Future Tech Leaders Equity ETF as of Q3 2026.

Based on Waldron Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.