WCG Wealth Advisors’s GSK GSK Stock Holding History

WCG 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
2026 Q1	$761K	Buy	13,794 +690	+5%	+$37.4K	0.02%	409
2025 Q4	$643K	Buy	+13,104	New	+$611K	0.02%	417
2024 Q4	–	Sell	-11,039	Closed	-$451K	–	303
2024 Q3	$451K	Sell	11,039 -891	-7%	-$36.5K	0.03%	278
2024 Q2	$459K	Buy	+11,930	New	+$502K	0.03%	246
2023 Q4	–	Sell	-16,684	Closed	-$611K	–	303
2023 Q3	$611K	Buy	+16,684	New	+$592K	0.04%	229

Other funds holding GSK

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

JEST

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

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

WCG Wealth Advisors's GSK Position: Q1 2026 in Review

WCG Wealth Advisors increased its GSK (GSK) stake by 5.3% in Q1 2026, buying an estimated $37.4K and bringing the position to 13,794 shares worth $761K. The position accounts for 0.02% of the portfolio, ranked #409.

WCG Wealth Advisors first reported a position in GSK in Q3 2023 and has held it in 5 quarters since. 1,031 funds tracked by Wall St. Rank hold GSK as of Q1 2026.

WCG Wealth Advisors held 13,794 shares of GSK worth $761K as of Q1 2026.
WCG Wealth Advisors bought 690 GSK shares in Q1 2026, an estimated $37.4K.
GSK made up 0.02% of WCG Wealth Advisors's portfolio in Q1 2026, its #409 holding.
WCG Wealth Advisors first reported a position in GSK in Q3 2023 and has held it in 5 quarters since.
1,031 funds tracked by Wall St. Rank held GSK as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.