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Geneos Wealth Management’s Goldman Sachs GS Stock Holding History

Geneos 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
2026
Q1 		$7.39M Sell
8,730
-87
-1% -$77.6K 0.17% 143
2025
Q4 		$7.75M Sell
8,817
-489
-5% -$399K 0.19% 137
2025
Q3 		$7.41M Sell
9,306
-903
-9% -$669K 0.19% 137
2025
Q2 		$7.23M Sell
10,209
-10,542
-51% -$6.11M 0.18% 144
2025
Q1 		$11.3M Buy
20,751
+9,490
+84% +$5.71M 0.16% 152
2024
Q4 		$6.45M Buy
11,261
+256
+2% +$143K 0.23% 102
2024
Q3 		$5.45M Buy
11,005
+1,958
+22% +$958K 0.21% 113
2024
Q2 		$4.09M Sell
9,047
-3,653
-29% -$1.6M 0.18% 127
2024
Q1 		$5.3M Sell
12,700
-500
-4% -$194K 0.24% 100
2023
Q4 		$5.09M Sell
13,200
-3,523
-21% -$1.18M 0.25% 100
2023
Q3 		$5.41M Buy
16,723
+466
+3% +$156K 0.28% 87
2023
Q2 		$5.24M Buy
16,257
+2,566
+19% +$844K 0.27% 89
2023
Q1 		$4.48M Sell
13,691
-3,936
-22% -$1.37M 0.27% 93
2022
Q4 		$6.05M Buy
17,627
+3,746
+27% +$1.3M 0.37% 64
2022
Q3 		$4.07M Buy
13,881
+11,062
+392% +$3.58M 0.28% 85
2022
Q2 		$843K Sell
2,819
-2,631
-48% -$819K 0.04% 367
2022
Q1 		$1.8M Buy
5,450
+888
+19% +$314K 0.08% 243
2021
Q4 		$1.75M Buy
4,562
+634
+16% +$251K 0.07% 273
2021
Q3 		$1.49M Buy
3,928
+89
+2% +$34.8K 0.06% 301
2021
Q2 		$1.44M Buy
3,839
+373
+11% +$133K 0.06% 287
2021
Q1 		$1.21M Buy
3,466
+2,324
+204% +$724K 0.03% 377
2020
Q4 		$234K Buy
1,142
+149
+15% +$33.2K 0.01% 774
2020
Q3 		$193K Sell
993
-158
-14% -$32.1K 0.01% 701
2020
Q2 		$217K Buy
1,151
+73
+7% +$13.7K 0.01% 643
2020
Q1 		$170K Buy
1,078
+53
+5% +$11.3K 0.01% 661
2019
Q4 		$236K Sell
1,025
-257
-20% -$55.8K 0.01% 642
2019
Q3 		$268K Sell
1,282
-4
-0.3% -$836 0.02% 561
2019
Q2 		$263K Sell
1,286
-165
-11% -$32.7K 0.02% 583
2019
Q1 		$278K Buy
1,451
+370
+34% +$71.4K 0.02% 552
2018
Q4 		$176K Sell
1,081
-221
-17% -$44.6K 0.01% 641
2018
Q3 		$292K Buy
1,302
+154
+13% +$35.8K 0.02% 518
2018
Q2 		$253K Buy
1,148
+55
+5% +$13.1K 0.02% 501
2018
Q1 		$275K Buy
1,093
+535
+96% +$139K 0.02% 448
2017
Q4 		$142K Sell
558
-132
-19% -$32.4K 0.01% 634
2017
Q3 		$163K Buy
690
+24
+4% +$5.41K 0.02% 567
2017
Q2 		$147K Buy
666
+328
+97% +$72.9K 0.02% 580
2017
Q1 		$77K Sell
338
-4
-1% -$966 0.01% 735
2016
Q4 		$81K Buy
342
+33
+11% +$6.7K 0.01% 673
2016
Q3 		$49K Buy
309
+33
+12% +$5.37K 0.01% 816
2016
Q2 		$40K Buy
276
+1
+0.4% +$156 0.01% 886
2016
Q1 		$44K Buy
+275
New +$42.5K 0.01% 830

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

Geneos Wealth Management's GS Position: Q1 2026 in Review

Geneos Wealth Management reduced its Goldman Sachs (GS) stake by 0.99% in Q1 2026, selling an estimated $77.6K and leaving 8,730 shares worth $7.39M. The position accounts for 0.17% of the portfolio, ranked #143.

Geneos Wealth Management first reported a position in GS in Q1 2016 and has held it in 41 quarters since. The position peaked at $11.3M in Q1 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Geneos Wealth Management held 8,730 shares of Goldman Sachs worth $7.39M as of Q1 2026.
  • Geneos Wealth Management sold 87 Goldman Sachs shares in Q1 2026, an estimated $77.6K.
  • Goldman Sachs made up 0.17% of Geneos Wealth Management's portfolio in Q1 2026, its #143 holding.
  • Geneos Wealth Management first reported a position in Goldman Sachs in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Goldman Sachs position peaked at $11.3M in Q1 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.