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Generate Investment Management’s Goldman Sachs GS Stock Holding History

Generate Investment 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 		– Sell
-11,628
Closed -$10.2M – 76
2025
Q4 		$10.2M Sell
11,628
-17,428
-60% -$14.2M 0.47% 54
2025
Q3 		$23.1M Buy
29,056
+8,484
+41% +$6.29M 1.17% 27
2025
Q2 		$14.6M Buy
20,572
+16,152
+365% +$9.36M 0.81% 40
2025
Q1 		$2.41M Sell
4,420
-10,087
-70% -$6.07M 0.17% 75
2024
Q4 		$8.31M Sell
14,507
-1,693
-10% -$944K 0.58% 61
2024
Q3 		$8.02M Sell
16,200
-2,583
-14% -$1.26M 0.54% 58
2024
Q2 		$8.5M Sell
18,783
-4,498
-19% -$1.97M 0.5% 55
2024
Q1 		$9.72M Buy
+23,281
New +$9.03M 0.7% 47

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

Generate Investment Management's GS Position: Q1 2026 in Review

Generate Investment Management sold out of Goldman Sachs (GS) in Q1 2026, closing a stake of 11,628 shares — an estimated $10.2M sold.

Generate Investment Management first reported a position in GS in Q1 2024 and held it in 8 quarters. The position peaked at $23.1M in Q3 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Generate Investment Management reported no remaining Goldman Sachs position as of Q1 2026 after selling out during the quarter.
  • Generate Investment Management sold 11,628 Goldman Sachs shares in Q1 2026, an estimated $10.2M.
  • Generate Investment Management first reported a position in Goldman Sachs in Q1 2024 and held it in 8 quarters.
  • Generate Investment Management's Goldman Sachs position peaked at $23.1M in Q3 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Generate Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.