GSEW — Goldman Sachs Equal Wght US Lg

Ownership history in WESCAP Management Group, Inc.  ·  29 quarters on record

AI Ownership Summary

WESCAP Management Group, Inc. reported Goldman Sachs Equal Wght US Lg (GSEW) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.47% in 2023 Q4. The latest visible filing shows GSEW at 1.20% 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 GSEW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WESCAP Management Group, Inc.'s position in Goldman Sachs Equal Wght US Lg, 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 1.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.47% 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 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.

GSEW stock page WESCAP Management Group, Inc. fund profile WESCAP Management Group, Inc. full holdings
How WESCAP Management Group, Inc. held GSEW — position size vs. price
% of Fund (quarterly)    GSEW price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 69,356 +1,935 +2.9% 1.20% $5.9M 2026-02-14 (Est.) $88.34
2025 Q3 REDUCED 67,421 -248 -0.4% 1.20% $5.7M 2025-11-06 $82.69
2025 Q2 REDUCED 67,669 -641 -0.9% 1.26% $5.5M 2025-08-07 $81.12
2025 Q1 REDUCED 68,310 -2,584 -3.6% 1.27% $5.2M 2025-05-13 $77.83
2024 Q4 ADDED 70,894 +3,940 +5.9% 1.33% $5.5M 2025-02-12 $78.39
2024 Q3 REDUCED 66,954 -357 -0.5% 1.30% $5.2M 2024-11-14 $78.23
2024 Q2 ADDED 67,311 +144 +0.2% 1.36% $4.8M 2024-08-08 $69.86
2024 Q1 REDUCED 67,167 -931 -1.4% 1.42% $4.9M 2024-05-13 $69.25
2023 Q4 REDUCED 68,098 -6 -0.0% 1.47% $4.6M 2024-02-06 $65.31
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GSEW

As of 2025 Q4 — sorted by position size

CKW FINANCIAL GROUP 3Y 7Y 4.48% MTC Wealth Management LLC 3Y 4.23% Great Lakes Retirement, Inc. 3Y 3.76% Kilter Group LLC 3.75% CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2.47% GUARDIAN WEALTH ADVISORS, LLC / NC 3Y 1.65% Miller Capital Partners, Inc. 1.31% Vantage Financial Partners, LLC 3Y 1.3% QUEST INVESTMENT MANAGEMENT LLC 3Y 7Y 1.27% Integrated Wealth Concepts LLC 3Y 7Y 1.22%

FAQ About WESCAP Management Group, Inc. and GSEW

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

How long has WESCAP Management Group, Inc. reported owning GSEW?

WESCAP Management Group, Inc. reported GSEW across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GSEW position in WESCAP Management Group, Inc.'s portfolio?

The largest reported portfolio weight for GSEW was 1.47% in 2023 Q4.

What is the latest reported GSEW position on this page?

The most recent filing on this page is 2025 Q4, when WESCAP Management Group, Inc. reported 69,356 shares, equal to 1.20% of portfolio, with an estimated market value of $5.9M.

What does the chart on this GSEW ownership page compare?

The chart compares WESCAP Management Group, Inc.'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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