CreativeOne Wealth’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.05M | Sell |
6,967
-451
| -6% | -$440K | 0.15% | 117 |
|
|
2026
Q1 | $6.28M | Sell |
7,418
-27
| -0.4% | -$24.1K | 0.15% | 127 |
|
|
2025
Q4 | $6.54M | Buy |
7,445
+242
| +3% | +$197K | 0.16% | 115 |
|
|
2025
Q3 | $5.74M | Buy |
7,203
+137
| +2% | +$102K | 0.14% | 134 |
|
|
2025
Q2 | $5M | Buy |
7,066
+127
| +2% | +$73.6K | 0.13% | 152 |
|
|
2025
Q1 | $3.79M | Buy |
6,939
+1,623
| +31% | +$977K | 0.11% | 174 |
|
|
2024
Q4 | $3.04M | Buy |
5,316
+951
| +22% | +$530K | 0.09% | 200 |
|
|
2024
Q3 | $2.16M | Buy |
4,365
+1,020
| +30% | +$499K | 0.07% | 251 |
|
|
2024
Q2 | $1.51M | Sell |
3,345
-528
| -14% | -$232K | 0.08% | 235 |
|
|
2024
Q1 | $1.62M | Buy |
3,873
+510
| +15% | +$198K | 0.06% | 265 |
|
|
2023
Q4 | $1.3M | Sell |
3,363
-74
| -2% | -$24.7K | 0.08% | 214 |
|
|
2023
Q3 | $1.11M | Sell |
3,437
-470
| -12% | -$157K | 0.08% | 225 |
|
|
2023
Q2 | $1.26M | Sell |
3,907
-513
| -12% | -$169K | 0.06% | 287 |
|
|
2023
Q1 | $1.45M | Buy |
4,420
+20
| +0.5% | +$6.96K | 0.07% | 249 |
|
|
2022
Q4 | $1.51M | Sell |
4,400
-286
| -6% | -$99.6K | 0.08% | 212 |
|
|
2022
Q3 | $1.37M | Buy |
4,686
+179
| +4% | +$58K | 0.08% | 207 |
|
|
2022
Q2 | $1.34M | Buy |
4,507
+317
| +8% | +$98.7K | 0.07% | 211 |
|
|
2022
Q1 | $1.38M | Sell |
4,190
-4,276
| -51% | -$1.51M | 0.07% | 222 |
|
|
2021
Q4 | $3.24M | Buy |
8,466
+526
| +7% | +$208K | 0.16% | 98 |
|
|
2021
Q3 | $2.99M | Buy |
7,940
+82
| +1% | +$32K | 0.18% | 107 |
|
|
2021
Q2 | $2.98M | Buy |
7,858
+511
| +7% | +$183K | 0.18% | 110 |
|
|
2021
Q1 | $2.4M | Buy |
7,347
+53
| +0.7% | +$16.5K | 0.18% | 101 |
|
|
2020
Q4 | $1.92M | Buy |
7,294
+5,249
| +257% | +$1.17M | 0.16% | 105 |
|
|
2020
Q3 | $411K | Buy |
2,045
+80
| +4% | +$16.3K | 0.06% | 178 |
|
|
2020
Q2 | $388K | Sell |
1,965
-13
| -0.7% | -$2.44K | 0.06% | 170 |
|
|
2020
Q1 | $306K | Buy |
1,978
+61
| +3% | +$12.9K | 0.06% | 149 |
|
|
2019
Q4 | $441K | Buy |
1,917
+59
| +3% | +$12.8K | 0.07% | 116 |
|
|
2019
Q3 | $385K | Sell |
1,858
-83
| -4% | -$17.4K | 0.07% | 108 |
|
|
2019
Q2 | $397K | Buy |
1,941
+36
| +2% | +$7.13K | 0.08% | 101 |
|
|
2019
Q1 | $365K | Buy |
1,905
+183
| +11% | +$35.3K | 0.1% | 84 |
|
|
2018
Q4 | $288K | Buy |
+1,722
| New | +$347K | 0.1% | 84 |
|
Other funds holding GS
CreativeOne Wealth's GS Position: Q2 2026 in Review
CreativeOne Wealth reduced its Goldman Sachs (GS) stake by 6.1% in Q2 2026, selling an estimated $440K and leaving 6,967 shares worth $7.05M. The position accounts for 0.15% of the portfolio, ranked #117.
CreativeOne Wealth first reported a position in GS in Q4 2018 and has held it in 31 quarters since. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.
- CreativeOne Wealth held 6,967 shares of Goldman Sachs worth $7.05M as of Q2 2026.
- CreativeOne Wealth sold 451 Goldman Sachs shares in Q2 2026, an estimated $440K.
- Goldman Sachs made up 0.15% of CreativeOne Wealth's portfolio in Q2 2026, its #117 holding.
- CreativeOne Wealth first reported a position in Goldman Sachs in Q4 2018 and has held it in 31 quarters since.
- 3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.
Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.