Lantern Wealth Advisors, LLC GCOR — GOLDMAN SACHS ETF TR

Ownership history in Lantern Wealth Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

Lantern Wealth Advisors, LLC reported GOLDMAN SACHS ETF TR (GCOR) in 5 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.11% in 2026 Q2. The latest visible filing shows GCOR at 0.09% 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 GCOR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lantern Wealth Advisors, 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 Q3

GCOR was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2026 Q2

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

Time in book
Holding Window
2026 Q1 to 2026 Q3

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 Lantern Wealth Advisors, LLC held GCOR — position size vs. price
% of Fund (quarterly)    GCOR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 5,596 -35 -0.6% 0.09% $220K 2026-10-22 $39.85
2026 Q2 ADDED — — — 5,631 +738 +15.1% 0.11% $232K 2026-07-28 $40.43
2026 Q1 REDUCED 10.2% +1.0% ❌ 4,893 -557 -10.2% 0.10% $202K 2026-05-13 $40.49
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Lantern Wealth Advisors, LLC and GCOR

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

How long has Lantern Wealth Advisors, LLC reported owning GCOR?

Lantern Wealth Advisors, LLC reported GCOR across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported GCOR position in Lantern Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for GCOR was 0.11% in 2026 Q2.

What is the latest reported GCOR position on this page?

The most recent filing on this page is 2026 Q3, when Lantern Wealth Advisors, LLC reported 5,596 shares, equal to 0.09% of portfolio, with an estimated market value of $220K.

What does the chart on this GCOR ownership page compare?

The chart compares Lantern Wealth Advisors, LLC's quarterly GCOR 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.

How well did Lantern Wealth Advisors, LLC time their GCOR position?

Based on 13F filing dates vs. subsequent GCOR price moves, Lantern Wealth Advisors, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on GCOR relative to SPY over the holding period was -13.7%.

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