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Centennial Wealth Advisory’s Goldman Sachs GS Stock Holding History

Centennial Wealth Advisory’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
2026
Q1 		– Sell
-360
Closed -$317K – 168
2025
Q4 		$317K Buy
360
+8
+2% +$6.53K 0.08% 135
2025
Q3 		$280K Buy
352
+58
+20% +$43K 0.08% 137
2025
Q2 		$208K Buy
+294
New +$170K 0.07% 146

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Centennial Wealth Advisory's GS Position: Q1 2026 in Review

Centennial Wealth Advisory sold out of Goldman Sachs (GS) in Q1 2026, closing a stake of 360 shares — an estimated $317K sold.

Centennial Wealth Advisory first reported a position in GS in Q2 2025 and held it in 3 quarters. The position peaked at $317K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Centennial Wealth Advisory reported no remaining Goldman Sachs position as of Q1 2026 after selling out during the quarter.
  • Centennial Wealth Advisory sold 360 Goldman Sachs shares in Q1 2026, an estimated $317K.
  • Centennial Wealth Advisory first reported a position in Goldman Sachs in Q2 2025 and held it in 3 quarters.
  • Centennial Wealth Advisory's Goldman Sachs position peaked at $317K in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Centennial Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.