Geneos Wealth Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.23M | Sell |
10,209
-10,542
| -51% | -$7.46M | 0.18% | 144 |
|
|
2025
Q1 | $11.3M | Buy |
20,751
+9,490
| +84% | +$5.18M | 0.16% | 152 |
|
|
2024
Q4 | $6.45M | Buy |
11,261
+256
| +2% | +$147K | 0.23% | 102 |
|
|
2024
Q3 | $5.45M | Buy |
11,005
+1,958
| +22% | +$969K | 0.21% | 113 |
|
|
2024
Q2 | $4.09M | Sell |
9,047
-3,653
| -29% | -$1.65M | 0.18% | 127 |
|
|
2024
Q1 | $5.3M | Sell |
12,700
-500
| -4% | -$209K | 0.24% | 100 |
|
|
2023
Q4 | $5.09M | Sell |
13,200
-3,523
| -21% | -$1.36M | 0.25% | 100 |
|
|
2023
Q3 | $5.41M | Buy |
16,723
+466
| +3% | +$151K | 0.28% | 87 |
|
|
2023
Q2 | $5.24M | Buy |
16,257
+2,566
| +19% | +$828K | 0.27% | 89 |
|
|
2023
Q1 | $4.48M | Sell |
13,691
-3,936
| -22% | -$1.29M | 0.27% | 93 |
|
|
2022
Q4 | $6.05M | Buy |
17,627
+3,746
| +27% | +$1.29M | 0.37% | 64 |
|
|
2022
Q3 | $4.07M | Buy |
13,881
+11,062
| +392% | +$3.24M | 0.28% | 85 |
|
|
2022
Q2 | $843K | Sell |
2,819
-2,631
| -48% | -$787K | 0.04% | 367 |
|
|
2022
Q1 | $1.8M | Buy |
5,450
+888
| +19% | +$293K | 0.08% | 243 |
|
|
2021
Q4 | $1.75M | Buy |
4,562
+634
| +16% | +$243K | 0.07% | 273 |
|
|
2021
Q3 | $1.49M | Buy |
3,928
+89
| +2% | +$33.8K | 0.06% | 301 |
|
|
2021
Q2 | $1.44M | Buy |
3,839
+373
| +11% | +$140K | 0.06% | 287 |
|
|
2021
Q1 | $1.21M | Buy |
3,466
+2,324
| +204% | +$809K | 0.03% | 377 |
|
|
2020
Q4 | $234K | Buy |
1,142
+149
| +15% | +$30.5K | 0.01% | 774 |
|
|
2020
Q3 | $193K | Sell |
993
-158
| -14% | -$30.7K | 0.01% | 701 |
|
|
2020
Q2 | $217K | Buy |
1,151
+73
| +7% | +$13.8K | 0.01% | 643 |
|
|
2020
Q1 | $170K | Buy |
1,078
+53
| +5% | +$8.36K | 0.01% | 661 |
|
|
2019
Q4 | $236K | Sell |
1,025
-257
| -20% | -$59.2K | 0.01% | 642 |
|
|
2019
Q3 | $268K | Sell |
1,282
-4
| -0.3% | -$836 | 0.02% | 561 |
|
|
2019
Q2 | $263K | Sell |
1,286
-165
| -11% | -$33.7K | 0.02% | 583 |
|
|
2019
Q1 | $278K | Buy |
1,451
+370
| +34% | +$70.9K | 0.02% | 552 |
|
|
2018
Q4 | $176K | Sell |
1,081
-221
| -17% | -$36K | 0.01% | 641 |
|
|
2018
Q3 | $292K | Buy |
1,302
+154
| +13% | +$34.5K | 0.02% | 518 |
|
|
2018
Q2 | $253K | Buy |
1,148
+55
| +5% | +$12.1K | 0.02% | 501 |
|
|
2018
Q1 | $275K | Buy |
1,093
+535
| +96% | +$135K | 0.02% | 448 |
|
|
2017
Q4 | $142K | Sell |
558
-132
| -19% | -$33.6K | 0.01% | 634 |
|
|
2017
Q3 | $163K | Buy |
690
+24
| +4% | +$5.67K | 0.02% | 567 |
|
|
2017
Q2 | $147K | Buy |
666
+328
| +97% | +$72.4K | 0.02% | 580 |
|
|
2017
Q1 | $77K | Sell |
338
-4
| -1% | -$911 | 0.01% | 735 |
|
|
2016
Q4 | $81K | Buy |
342
+33
| +11% | +$7.82K | 0.01% | 673 |
|
|
2016
Q3 | $49K | Buy |
309
+33
| +12% | +$5.23K | 0.01% | 816 |
|
|
2016
Q2 | $40K | Buy |
276
+1
| +0.4% | +$145 | 0.01% | 886 |
|
|
2016
Q1 | $44K | Buy |
+275
| New | +$44K | 0.01% | 830 |
|