Back to HB Wealth Management, LLC HB Wealth Management, LLC

GEMGEM
5 quarters

Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in GOLDMAN SACHS ETF TR

HB Wealth Management, LLC holds 940,014 shares of GEM (GOLDMAN SACHS ETF TR), worth $40.6M as of 2026-Q1. The position was decreased (-5.9% shares). GEM represents 0.3% of HB Wealth Management, LLC's portfolio.

Current Value

$40.6M

Current Shares

940,014

Total Value Change

-$18.5M

Total Shares Change

-840,200

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
940,014
-5.9%
$40.6M0.3%$44.49
0
2025-Q4
Decreased
998,597
-5.5%
$41.6M0.3%$41.74
0
2025-Q3
Decreased
1.1M
-6.1%
$43M0.3%$39.63
0
2025-Q2
Decreased
1.1M
-36.8%
$41.9M0.3%$36.28
0
2025-Q1
New
1.8M
-
$59.1M0.5%$32.51
49

Other major holders of GEM: WELLS FARGO & COMPANY/MN, GOLDMAN SACHS GROUP INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used