Robertson Stephens Wealth Management, LLC GCOR — GOLDMAN SACHS ETF TR

Ownership history in Robertson Stephens Wealth Management, LLC  ·  12 quarters on record

AI Ownership Summary

Robertson Stephens Wealth Management, LLC reported GOLDMAN SACHS ETF TR (GCOR) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.13% in 2023 Q4. The latest visible filing shows GCOR at 0.05% 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 Robertson Stephens 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
2026 Q1

GCOR was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2023 Q4

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

Time in book
Holding Window
2023 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.

GCOR stock page Robertson Stephens Wealth Management, LLC fund profile Robertson Stephens Wealth Management, LLC full holdings
How Robertson Stephens Wealth Management, 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 44,444 -3,549 -7.4% 0.05% $1.8M 2026-04-28 $41.35
2025 Q4 REDUCED 18.5% +0.1% ❌ 47,993 -10,928 -18.5% 0.05% $2.0M 2026-02-02 $41.18
2025 Q3 REDUCED — — — 58,921 -2,261 -3.7% 0.07% $2.5M 2025-11-12 $41.09
2025 Q2 REDUCED — — — 61,182 -329 -0.5% 0.08% $2.5M 2025-07-24 $39.70
2025 Q1 ADDED — — — 61,511 +5,093 +9.0% 0.09% $2.5M 2025-04-17 $39.16
2024 Q4 ADDED — — — 56,418 +1,020 +1.8% 0.08% $2.3M 2025-01-27 $38.65
2024 Q3 ADDED — — — 55,398 +3,417 +6.6% 0.09% $2.4M 2024-11-12 $38.56
2024 Q2 ADDED — — — 51,981 +6,673 +14.7% 0.11% $2.1M 2024-08-13 $39.13
2024 Q1 REDUCED 12.3% -0.4% ✅ 45,308 -6,340 -12.3% 0.10% $1.9M 2024-05-15 $37.75
2023 Q4 ADDED — — — 51,648 +1,112 +2.2% 0.13% $2.2M 2024-02-06 $37.76
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GCOR

As of 2026 Q1 — sorted by position size

David Kennon Inc 3Y 1.39% XML Financial, LLC 3Y 1.24% Castle Rock Wealth Management, LLC 3Y 7Y 0.52% Sowell Financial Services LLC 3Y 7Y 0.41% Beacon Financial Advisory LLC 3Y 0.24% Envestnet Portfolio Solutions, Inc. 0.23% CoreCap Advisors, LLC 3Y 0.1% Patriot Financial Group Insurance Agency, LLC 3Y 7Y 0.08% ELEVATION POINT WEALTH PARTNERS, LLC 3Y 7Y 0.08% Syntegra Private Wealth Group, LLC 3Y 0.05%

FAQ About Robertson Stephens Wealth Management, 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 Robertson Stephens Wealth Management, LLC reported owning GCOR?

Robertson Stephens Wealth Management, LLC reported GCOR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GCOR position in Robertson Stephens Wealth Management, LLC's portfolio?

The largest reported portfolio weight for GCOR was 0.13% in 2023 Q4.

What is the latest reported GCOR position on this page?

The most recent filing on this page is 2026 Q1, when Robertson Stephens Wealth Management, LLC reported 44,444 shares, equal to 0.05% of portfolio, with an estimated market value of $1.8M.

What does the chart on this GCOR ownership page compare?

The chart compares Robertson Stephens Wealth Management, 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 Robertson Stephens Wealth Management, LLC time their GCOR position?

Based on 13F filing dates vs. subsequent GCOR price moves, Robertson Stephens Wealth Management, LLC correctly timed 4 out of 11 reported position changes (36%).

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