Lee, Kelleher & Klein Wealth Management GSLC — GOLDMAN SACHS ETF TR

Ownership history in Lee, Kelleher & Klein Wealth Management  ·  6 quarters on record

AI Ownership Summary

Lee, Kelleher & Klein Wealth Management reported GOLDMAN SACHS ETF TR (GSLC) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 5.28% in 2025 Q1. The latest visible filing shows GSLC at 4.34% 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 GSLC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lee, Kelleher & Klein Wealth Management'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 Q2

GSLC was reported at 4.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.28% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q2

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.

GSLC stock page Lee, Kelleher & Klein Wealth Management fund profile Lee, Kelleher & Klein Wealth Management full holdings
How Lee, Kelleher & Klein Wealth Management held GSLC — position size vs. price
% of Fund (quarterly)    GSLC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 58,471 -1,529 -2.5% 4.34% $8.3M 2026-07-10 $143.73
2026 Q1 REDUCED — — — 60,000 -2,154 -3.5% 4.47% $7.5M 2026-04-14 $132.98
2025 Q4 REDUCED — — — 62,154 -242 -0.4% 4.91% $8.2M 2026-01-14 $133.02
2025 Q3 REDUCED — — — 62,396 -1,194 -1.9% 5.01% $8.1M 2025-10-23 $129.48
2025 Q2 REDUCED — — — 63,590 -730 -1.1% 5.13% $7.7M 2025-07-14 $121.29
2025 Q1 INITIATED — — — 64,320 — — 5.28% $7.4M 2025-05-08 $110.18

🏢 Other funds also holding GSLC

As of 2026 Q2 — sorted by position size

Financial Management Professionals, Inc. 3Y 7Y 10.62% Paul R. Ried Financial Group, LLC 8.61% SigFig Wealth Management, LLC 3Y 7Y 7.46% Centurion Wealth Management LLC 3Y 5.89% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 5.85% Canvas Wealth Advisors, LLC 3Y 2.2% Dynamic Advisor Solutions LLC 3Y 7Y 1.45% C2C Wealth Management, LLC 3Y 1.34% Hennion & Walsh Asset Management, Inc. 3Y 1.1% Elmwood Wealth Management, Inc. 3Y 7Y 1.05%

FAQ About Lee, Kelleher & Klein Wealth Management and GSLC

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

How long has Lee, Kelleher & Klein Wealth Management reported owning GSLC?

Lee, Kelleher & Klein Wealth Management reported GSLC across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported GSLC position in Lee, Kelleher & Klein Wealth Management's portfolio?

The largest reported portfolio weight for GSLC was 5.28% in 2025 Q1.

What is the latest reported GSLC position on this page?

The most recent filing on this page is 2026 Q2, when Lee, Kelleher & Klein Wealth Management reported 58,471 shares, equal to 4.34% of portfolio, with an estimated market value of $8.3M.

What does the chart on this GSLC ownership page compare?

The chart compares Lee, Kelleher & Klein Wealth Management's quarterly GSLC 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 Lee, Kelleher & Klein Wealth Management time their GSLC position?

Based on 13F filing dates vs. subsequent GSLC price moves, Lee, Kelleher & Klein Wealth Management correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on GSLC relative to SPY over the holding period was -3.2%.

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