Ownership history in Executive Wealth Management, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which Executive Wealth Management, LLC reported a position in GOLDMAN SACHS ETF TR (GIGB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 1,099,003 | +105,965 | +10.7% | 3.88% | $49.5M | $42.69 |
| 2024 Q1 | ADDED | 993,038 | +81,699 | +9.0% | 3.94% | $45.0M | $41.78 |
| 2023 Q4 | REDUCED | 911,339 | -25,102 | -2.7% | 3.97% | $42.2M | $41.98 |
| 2023 Q3 | REDUCED | 936,441 | -8,558 | -0.9% | 4.19% | $40.5M | $38.62 |
| 2023 Q2 | REDUCED | 944,999 | -10,179 | -1.1% | 4.43% | $42.8M | $40.07 |
| 2023 Q1 | ADDED | 955,178 | +93,717 | +10.9% | 4.85% | $43.7M | $40.17 |
| 2022 Q4 | ADDED | 861,461 | +831,651 | +2789.8% | 4.68% | $38.1M | $38.59 |
| 2022 Q3 | REDUCED | 29,810 | -783,229 | -96.3% | 4.15% | $29.8M | $37.30 |
| 2022 Q2 | ADDED | 813,039 | +91,453 | +12.7% | 5.03% | $37.4M | $39.44 |
| 2022 Q1 | ADDED | 721,586 | +171,320 | +31.1% | 3.90% | $36.0M | $42.39 |
As of 2025 Q4 — sorted by position size