BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC GTEK — GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF

Ownership history in BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC  ·  18 quarters on record

AI Ownership Summary

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC reported GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF (GTEK) in 18 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows GTEK at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GTEK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's position in GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GTEK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GTEK stock page BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC fund profile BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC full holdings
How BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held GTEK — position size vs. price
% of Fund (quarterly)    GTEK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 291 — 0% 0.00% $12K 2026-05-11 $55.67
2025 Q4 UNCHANGED — — — 291 — 0% 0.00% $12K 2026-02-09 $42.16
2025 Q3 UNCHANGED — — — 291 — 0% 0.00% $11K 2025-10-22 $39.25
2025 Q2 UNCHANGED — — — 291 — 0% 0.00% $10K 2025-08-11 $35.08
2025 Q1 UNCHANGED — — — 291 — 0% 0.00% $9K 2025-05-05 $31.55
2024 Q4 UNCHANGED — — — 291 — 0% 0.00% $9K 2025-02-07 $34.72
2024 Q3 UNCHANGED — — — 291 — 0% 0.00% $9K 2024-10-29 $31.60
2024 Q2 UNCHANGED — — — 291 — 0% 0.00% $9K 2024-08-05 $25.85
2024 Q1 UNCHANGED — — — 291 — 0% 0.00% $9K 2024-04-24 $27.68
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GTEK

As of 2026 Q1 — sorted by position size

Heartwood Wealth Advisors LLC 3Y 1.88% Cassia Capital Partners, LLC 3Y 1.75% Black Swift Group, LLC 3Y 0.74% Retirement Planning Co of New England, Inc. 3Y 0.1% Waldron Private Wealth LLC 3Y 7Y 0.02% Composition Wealth, LLC 3Y 7Y 0.01% FLOW TRADERS U.S. LLC 3Y 7Y 0.01% Glassman Wealth Services 3Y 7Y 0.01% PROTECTIVE LIFE CORP 3Y 7Y 0.01% Ashton Thomas Private Wealth, LLC 0.0%

FAQ About BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC and GTEK

These are the practical questions this page is built to answer before you even open the full history table.

How long has BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC reported owning GTEK?

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC reported GTEK across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported GTEK position in BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for GTEK was 0.00% in 2024 Q1.

What is the latest reported GTEK position on this page?

The most recent filing on this page is 2026 Q1, when BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC reported 291 shares, equal to 0.00% of portfolio, with an estimated market value of $12K.

What does the chart on this GTEK ownership page compare?

The chart compares BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's quarterly GTEK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC Holdings