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Centricity Wealth Management’s Goldman Sachs GS Stock Holding History

Centricity Wealth Management’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 		$60.9K Hold
86
– – 0.05% 149
2025
Q1 		$47K Hold
86
– – 0.04% 176
2024
Q4 		$49.2K Buy
+86
New +$48K 0.05% 168

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Centricity Wealth Management's GS Position: Q2 2025 in Review

Centricity Wealth Management held its Goldman Sachs (GS) position steady in Q2 2025 at 86 shares worth $60.9K. The position accounts for 0.05% of the portfolio, ranked #149.

Centricity Wealth Management first reported a position in GS in Q4 2024 and has held it in 3 quarters since. 2,605 funds tracked by Wall St. Rank hold GS as of Q2 2025.

  • Centricity Wealth Management held 86 shares of Goldman Sachs worth $60.9K as of Q2 2025.
  • Centricity Wealth Management left its Goldman Sachs share count unchanged in Q2 2025.
  • Goldman Sachs made up 0.05% of Centricity Wealth Management's portfolio in Q2 2025, its #149 holding.
  • Centricity Wealth Management first reported a position in Goldman Sachs in Q4 2024 and has held it in 3 quarters since.
  • 2,605 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.