Aveo Capital Partners’s Goldman Sachs GS Stock Holding History

Aveo Capital Partners’s Portfolio GS Stock Details GS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-570	Closed	-$315K	–	70
2025 Q1	$315K	Buy	570 +40	+8%	+$24.1K	0.05%	141
2024 Q4	$303K	Buy	530 +1	+0.2%	+$558	0.03%	284
2024 Q3	$262K	Hold	529	–	–	0.03%	296
2024 Q2	$239K	Sell	529 -169	-24%	-$74.2K	0.03%	287
2024 Q1	$306K	Buy	698 +1	+0.1%	+$388	0.03%	289
2023 Q4	$269K	Buy	697 +53	+8%	+$17.7K	0.03%	285
2023 Q3	$208K	Hold	644	–	–	0.03%	320
2023 Q2	$208K	Buy	644 +24	+4%	+$7.89K	0.03%	325
2023 Q1	$203K	Buy	620 +1	+0.2%	+$348	0.03%	323
2022 Q4	$213K	Buy	+619	New	+$216K	0.03%	307
2022 Q1	–	Sell	-547	Closed	-$209K	–	281
2021 Q4	$209K	Buy	547 +14	+3%	+$5.54K	0.04%	267
2021 Q3	$201K	Buy	+533	New	+$208K	0.04%	245

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aveo Capital Partners's GS Position: Q2 2025 in Review

Aveo Capital Partners sold out of Goldman Sachs (GS) in Q2 2025, closing a stake of 570 shares — an estimated $315K sold.

Aveo Capital Partners first reported a position in GS in Q3 2021 and held it in 12 quarters. The position peaked at $315K in Q1 2025. 2,601 funds tracked by Wall St. Rank hold GS as of Q2 2025.

Aveo Capital Partners reported no remaining Goldman Sachs position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 570 Goldman Sachs shares in Q2 2025, an estimated $315K.
Aveo Capital Partners first reported a position in Goldman Sachs in Q3 2021 and held it in 12 quarters.
Aveo Capital Partners's Goldman Sachs position peaked at $315K in Q1 2025.
2,601 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.