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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
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% -$1.75K 0.59% 37
2024
Q1 		$1.13M Buy
+2,703
New +$1.05M 0.56% 44

Other funds holding GS

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gen-Wealth Partners's GS Position: Q1 2026 in Review

Gen-Wealth Partners increased its Goldman Sachs (GS) stake by 8.2% in Q1 2026, buying an estimated $208K and bringing the position to 3,081 shares worth $2.61M. The position accounts for 0.82% of the portfolio, ranked #29.

Gen-Wealth Partners first reported a position in GS in Q1 2024 and has held it in 9 quarters since. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Gen-Wealth Partners held 3,081 shares of Goldman Sachs worth $2.61M as of Q1 2026.
  • Gen-Wealth Partners bought 233 Goldman Sachs shares in Q1 2026, an estimated $208K.
  • Goldman Sachs made up 0.82% of Gen-Wealth Partners's portfolio in Q1 2026, its #29 holding.
  • Gen-Wealth Partners first reported a position in Goldman Sachs in Q1 2024 and has held it in 9 quarters since.
  • 2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.