WealthShield Partners’s State Street Global Allocation ETF GAL Stock Holding History

WealthShield Partners’s Portfolio GAL Stock Details GAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$222K	Sell	4,483 -100	-2%	-$5.06K	0.02%	331
2025 Q4	$227K	Buy	4,583 +117	+3%	+$5.81K	0.03%	319
2025 Q3	$219K	Buy	4,466 +283	+7%	+$13.6K	0.02%	319
2025 Q2	$197K	Sell	4,183 -138	-3%	-$6.25K	0.02%	331
2025 Q1	$194K	Buy	4,321 +202	+5%	+$9.11K	0.02%	323
2024 Q4	$182K	Buy	4,119 +148	+4%	+$6.69K	0.03%	291
2024 Q3	$181K	Buy	3,971 +413	+12%	+$18.2K	0.02%	304
2024 Q2	$154K	Buy	3,558 +57	+2%	+$2.45K	0.02%	296
2024 Q1	$151K	Sell	3,501 -278	-7%	-$11.6K	0.02%	291
2023 Q4	$157K	Buy	3,779 +363	+11%	+$14.2K	0.03%	289
2023 Q3	$131K	Buy	3,416 +337	+11%	+$13.4K	0.02%	319
2023 Q2	$123K	Buy	3,079 +82	+3%	+$3.24K	0.02%	316
2023 Q1	$117K	Buy	+2,997	New	+$116K	0.02%	323

Other funds holding GAL

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

BFA

Bright Financial Advisors Portage, Michigan $218M AUM 17.53% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $137M AUM

PAYA

Phil A. Younker & Associates Fairbanks, Alaska $150M AUM 9.85% 1-Year Est. Return

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

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

WealthShield Partners's GAL Position: Q1 2026 in Review

WealthShield Partners reduced its State Street Global Allocation ETF (GAL) stake by 2.2% in Q1 2026, selling an estimated $5.06K and leaving 4,483 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #331.

WealthShield Partners first reported a position in GAL in Q1 2023 and has held it in 13 quarters since. The position peaked at $227K in Q4 2025. 72 funds tracked by Wall St. Rank hold GAL as of Q1 2026.

WealthShield Partners held 4,483 shares of State Street Global Allocation ETF worth $222K as of Q1 2026.
WealthShield Partners sold 100 State Street Global Allocation ETF shares in Q1 2026, an estimated $5.06K.
State Street Global Allocation ETF made up 0.02% of WealthShield Partners's portfolio in Q1 2026, its #331 holding.
WealthShield Partners first reported a position in State Street Global Allocation ETF in Q1 2023 and has held it in 13 quarters since.
WealthShield Partners's State Street Global Allocation ETF position peaked at $227K in Q4 2025.
72 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.