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CogentBlue Wealth Advisors’s Goldman Sachs GS Stock Holding History

CogentBlue Wealth Advisors’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
Q3 		– Sell
-246
Closed -$249K – 73
2026
Q2 		$249K Buy
+246
New +$240K 0.14% 82
2026
Q1 		– Sell
-236
Closed -$207K – 79
2025
Q4 		$207K Buy
+236
New +$193K 0.14% 69

Other funds holding GS

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return

CogentBlue Wealth Advisors's GS Position: Q3 2026 in Review

CogentBlue Wealth Advisors sold out of Goldman Sachs (GS) in Q3 2026, closing a stake of 246 shares — an estimated $249K sold.

CogentBlue Wealth Advisors first reported a position in GS in Q4 2025 and held it in 2 quarters. The position peaked at $249K in Q2 2026. 153 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • CogentBlue Wealth Advisors reported no remaining Goldman Sachs position as of Q3 2026 after selling out during the quarter.
  • CogentBlue Wealth Advisors sold 246 Goldman Sachs shares in Q3 2026, an estimated $249K.
  • CogentBlue Wealth Advisors first reported a position in Goldman Sachs in Q4 2025 and held it in 2 quarters.
  • CogentBlue Wealth Advisors's Goldman Sachs position peaked at $249K in Q2 2026.
  • 153 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.