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Forefront Wealth Management’s Goldman Sachs GS Stock Holding History

Forefront 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
Q4 		$245K Sell
279
-3
-1% -$2.45K 0.18% 57
2025
Q3 		$225K Buy
+282
New +$209K 0.16% 63

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Forefront Wealth Management's GS Position: Q4 2025 in Review

Forefront Wealth Management reduced its Goldman Sachs (GS) stake by 1.1% in Q4 2025, selling an estimated $2.45K and leaving 279 shares worth $245K. The position accounts for 0.18% of the portfolio, ranked #57.

Forefront Wealth Management first reported a position in GS in Q3 2025 and has held it in 2 quarters since. 3,024 funds tracked by Wall St. Rank hold GS as of Q4 2025.

  • Forefront Wealth Management held 279 shares of Goldman Sachs worth $245K as of Q4 2025.
  • Forefront Wealth Management sold 3 Goldman Sachs shares in Q4 2025, an estimated $2.45K.
  • Goldman Sachs made up 0.18% of Forefront Wealth Management's portfolio in Q4 2025, its #57 holding.
  • Forefront Wealth Management first reported a position in Goldman Sachs in Q3 2025 and has held it in 2 quarters since.
  • 3,024 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.