GSEW β€” GOLDMAN SACHS ETF TR

Ownership history in MTC Wealth Management LLC  Β·  2 quarters on record

AI Ownership Summary

MTC Wealth Management LLC reported GOLDMAN SACHS ETF TR (GSEW) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 4.25% in 2025 Q3. The latest visible filing shows GSEW at 4.23% 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 GSEW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MTC Wealth Management 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
2025 Q4

GSEW was reported at 4.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.25% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2025 Q4

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 MTC Wealth Management LLC held GSEW β€” position size vs. price
% of Fund (quarterly)    GSEW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 105,846 -1,582 -1.5% 4.23% $9.0M 2026-02-14 (Est.) $88.34
2025 Q3 INITIATED 107,428 β€” β€” 4.25% $9.1M 2025-11-14 $82.92

🏒 Other funds also holding GSEW

As of 2026 Q1 β€” sorted by position size

Noble Wealth Management PBC 0.91%

FAQ About MTC Wealth Management LLC and GSEW

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

How long has MTC Wealth Management LLC reported owning GSEW?

MTC Wealth Management LLC reported GSEW across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported GSEW position in MTC Wealth Management LLC's portfolio?

The largest reported portfolio weight for GSEW was 4.25% in 2025 Q3.

What is the latest reported GSEW position on this page?

The most recent filing on this page is 2025 Q4, when MTC Wealth Management LLC reported 105,846 shares, equal to 4.23% of portfolio, with an estimated market value of $9.0M.

What does the chart on this GSEW ownership page compare?

The chart compares MTC Wealth Management LLC's quarterly GSEW 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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