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Cogent Private Wealth’s Goldman Sachs GS Stock Holding History

Cogent Private Wealth’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 		$256K Buy
303
+59
+24% +$52.6K 0.19% 84
2025
Q4 		$214K Buy
+244
New +$199K 0.16% 93

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

Cogent Private Wealth's GS Position: Q1 2026 in Review

Cogent Private Wealth increased its Goldman Sachs (GS) stake by 24% in Q1 2026, buying an estimated $52.6K and bringing the position to 303 shares worth $256K. The position accounts for 0.19% of the portfolio, ranked #84.

Cogent Private Wealth first reported a position in GS in Q4 2025 and has held it in 2 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Cogent Private Wealth held 303 shares of Goldman Sachs worth $256K as of Q1 2026.
  • Cogent Private Wealth bought 59 Goldman Sachs shares in Q1 2026, an estimated $52.6K.
  • Goldman Sachs made up 0.19% of Cogent Private Wealth's portfolio in Q1 2026, its #84 holding.
  • Cogent Private Wealth first reported a position in Goldman Sachs in Q4 2025 and has held it in 2 quarters since.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Cogent Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.