Financial Consulate’s Goosehead Insurance GSHD Stock Holding History

Financial Consulate’s Portfolio GSHD Stock Details GSHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.54K	Buy	+34	New	+$2.03K	﹤0.01%	1187

Other funds holding GSHD

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Financial Consulate's GSHD Position: Q3 2026 in Review

Financial Consulate opened a new position in Goosehead Insurance (GSHD) in Q3 2026: 34 shares worth $1.54K. The stake represents ﹤0.01% of the portfolio and ranks #1187 among its holdings.

37 funds tracked by Wall St. Rank hold GSHD as of Q3 2026.

Financial Consulate held 34 shares of Goosehead Insurance worth $1.54K as of Q3 2026.
Goosehead Insurance was a new Financial Consulate position in Q3 2026.
Goosehead Insurance made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1187 holding.
37 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.