GVLE β€” GOLDMAN SACHS ETF TR

Ownership history in FORTEM FINANCIAL GROUP, LLC  Β·  2 quarters on record

AI Ownership Summary

FORTEM FINANCIAL GROUP, LLC reported GOLDMAN SACHS ETF TR (GVLE) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.71% in 2026 Q1. The latest visible filing shows GVLE at 0.71% 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.

What this GVLE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FORTEM FINANCIAL GROUP, LLC's position in GOLDMAN SACHS ETF TR, 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

GVLE was reported at 0.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2026 Q1

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

Time in book
Holding Window
2025 Q4 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.

How FORTEM FINANCIAL GROUP, LLC held GVLE β€” position size vs. price
% of Fund (quarterly)    GVLE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 71,503 +10,300 +16.8% 0.71% $2.8M 2026-04-16 $42.61
2025 Q4 INITIATED 61,203 β€” β€” 0.67% $2.5M 2026-02-04 $42.09

FAQ About FORTEM FINANCIAL GROUP, LLC and GVLE

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

How long has FORTEM FINANCIAL GROUP, LLC reported owning GVLE?

FORTEM FINANCIAL GROUP, LLC reported GVLE across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported GVLE position in FORTEM FINANCIAL GROUP, LLC's portfolio?

The largest reported portfolio weight for GVLE was 0.71% in 2026 Q1.

What is the latest reported GVLE position on this page?

The most recent filing on this page is 2026 Q1, when FORTEM FINANCIAL GROUP, LLC reported 71,503 shares, equal to 0.71% of portfolio, with an estimated market value of $2.8M.

What does the chart on this GVLE ownership page compare?

The chart compares FORTEM FINANCIAL GROUP, LLC's quarterly GVLE 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.

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