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EPG Wealth Management’s Goldman Sachs GS Stock Holding History

EPG 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 		– Sell
-857
Closed -$468K – 374
2025
Q1 		$468K Buy
857
+4
+0.5% +$2.41K 0.13% 169
2024
Q4 		$488K Buy
853
+5
+0.6% +$2.79K 0.13% 164
2024
Q3 		$420K Buy
+848
New +$415K 0.11% 174
2024
Q2 		– Sell
-984
Closed -$432K – 178
2024
Q1 		$411K Buy
984
+5
+0.5% +$1.94K 0.1% 186
2023
Q4 		$371K Buy
979
+5
+0.5% +$1.67K 0.1% 186
2023
Q3 		$315K Buy
974
+8
+0.8% +$2.67K 0.1% 187
2023
Q2 		$312K Buy
966
+7
+0.7% +$2.3K 0.09% 189
2023
Q1 		$314K Buy
959
+6
+0.6% +$2.09K 0.1% 181
2022
Q4 		$327K Buy
953
+6
+0.6% +$2.09K 0.12% 148
2022
Q3 		$278K Buy
947
+4
+0.4% +$1.3K 0.11% 162
2022
Q2 		$280K Sell
943
-5
-0.5% -$1.56K 0.12% 164
2022
Q1 		$313K Buy
948
+127
+15% +$44.9K 0.11% 166
2021
Q4 		$314K Buy
821
+17
+2% +$6.73K 0.11% 166
2021
Q3 		$304K Buy
804
+203
+34% +$79.3K 0.12% 155
2021
Q2 		$228K Buy
+601
New +$215K 0.1% 185
2020
Q2 		– Sell
-837
Closed -$130K – 385
2020
Q1 		$130K Buy
837
+113
+16% +$24K 0.1% 157
2019
Q4 		$166K Buy
+724
New +$157K 0.12% 116

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

EPG Wealth Management sold out of Goldman Sachs (GS) in Q2 2025, closing a stake of 857 shares — an estimated $468K sold.

EPG Wealth Management first reported a position in GS in Q4 2019 and held it in 17 quarters. The position peaked at $488K in Q4 2024. 2,600 funds tracked by Wall St. Rank hold GS as of Q2 2025.

  • EPG Wealth Management reported no remaining Goldman Sachs position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 857 Goldman Sachs shares in Q2 2025, an estimated $468K.
  • EPG Wealth Management first reported a position in Goldman Sachs in Q4 2019 and held it in 17 quarters.
  • EPG Wealth Management's Goldman Sachs position peaked at $488K in Q4 2024.
  • 2,600 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.