Corient Private Wealth
GOCO

Corient Private Wealth’s GoHealth GOCO Stock Holding History

Corient Private Wealth’s Portfolio GOCO Stock Details GOCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-119,541
Closed -$181K – 3128
2026
Q1 		$181K Sell
119,541
-5,229
-4% -$9.99K ﹤0.01% 2584
2025
Q4 		$269K Sell
124,770
-19,578
-14% -$66.9K ﹤0.01% 2242
2025
Q3 		$696K Buy
144,348
+18,410
+15% +$100K ﹤0.01% 1619
2025
Q2 		$699K Buy
125,938
+8,979
+8% +$71K ﹤0.01% 1527
2025
Q1 		$1.44M Buy
116,959
+61,870
+112% +$945K ﹤0.01% 1115
2024
Q4 		$738K Sell
55,089
-107,054
-66% -$1.22M ﹤0.01% 1443
2024
Q3 		$1.52M Buy
162,143
+500
+0.3% +$5.06K ﹤0.01% 1220
2024
Q2 		$1.57M Sell
161,643
-1,157
-0.7% -$11.4K ﹤0.01% 1140
2024
Q1 		$1.71M Sell
162,800
-1,061
-0.6% -$13.1K ﹤0.01% 1098
2023
Q4 		$2.19M Sell
163,861
-31,114
-16% -$426K ﹤0.01% 963
2023
Q3 		$2.83M Sell
194,975
-7,999
-4% -$138K 0.01% 799
2023
Q2 		$4M Buy
+202,974
New +$3.19M 0.01% 697

Other funds holding GOCO

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Corient Private Wealth's GOCO Position: Q2 2026 in Review

Corient Private Wealth sold out of GoHealth (GOCO) in Q2 2026, closing a stake of 119,541 shares — an estimated $181K sold.

Corient Private Wealth first reported a position in GOCO in Q2 2023 and held it in 12 quarters. The position peaked at $4M in Q2 2023. 5 funds tracked by Wall St. Rank hold GOCO as of Q2 2026.

  • Corient Private Wealth reported no remaining GoHealth position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 119,541 GoHealth shares in Q2 2026, an estimated $181K.
  • Corient Private Wealth first reported a position in GoHealth in Q2 2023 and held it in 12 quarters.
  • Corient Private Wealth's GoHealth position peaked at $4M in Q2 2023.
  • 5 funds tracked by Wall St. Rank held GoHealth as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.