Gen-Wealth Partners’s Goldman Sachs GS Stock Holding History

Gen-Wealth Partners’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
2026 Q3	$2.58M	Sell	2,863 -325	-10%	-$333K	0.72%	29
2026 Q2	$3.22M	Buy	3,188 +107	+3%	+$104K	0.9%	18
2026 Q1	$2.61M	Buy	3,081 +233	+8%	+$208K	0.82%	29
2025 Q4	$2.5M	Buy	2,848 +331	+13%	+$270K	0.8%	26
2025 Q3	$2M	Buy	2,517 +86	+4%	+$63.7K	0.68%	31
2025 Q2	$1.72M	Buy	2,431 +42	+2%	+$24.3K	0.66%	35
2025 Q1	$1.31M	Buy	2,389 +147	+7%	+$88.5K	0.54%	46
2024 Q4	$1.28M	Sell	2,242 -219	-9%	-$122K	0.55%	44
2024 Q3	$1.29M	Sell	2,461 -238	-9%	-$116K	0.56%	39
2024 Q2	$1.22M	Sell	2,699 -4	-0.1%	-$1.76K	0.59%	37
2024 Q1	$1.13M	Buy	+2,703	New	+$1.05M	0.56%	44

Other funds holding GS

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Gen-Wealth Partners's GS Position: Q3 2026 in Review

Gen-Wealth Partners reduced its Goldman Sachs (GS) stake by 10% in Q3 2026, selling an estimated $333K and leaving 2,863 shares worth $2.58M. The position accounts for 0.72% of the portfolio, ranked #29.

Gen-Wealth Partners first reported a position in GS in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.22M in Q2 2026. 1,988 funds tracked by Wall St. Rank hold GS as of Q3 2026.

Gen-Wealth Partners held 2,863 shares of Goldman Sachs worth $2.58M as of Q3 2026.
Gen-Wealth Partners sold 325 Goldman Sachs shares in Q3 2026, an estimated $333K.
Goldman Sachs made up 0.72% of Gen-Wealth Partners's portfolio in Q3 2026, its #29 holding.
Gen-Wealth Partners first reported a position in Goldman Sachs in Q1 2024 and has held it in 11 quarters since.
Gen-Wealth Partners's Goldman Sachs position peaked at $3.22M in Q2 2026.
1,988 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.