GPW
GS icon

Genesis Private Wealth’s Goldman Sachs GS Stock Holding History

Genesis Private Wealth’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
Q2 		$276K Hold
273
– – 0.08% 141
2026
Q1 		$231K Sell
273
-22
-7% -$19.6K 0.07% 163
2025
Q4 		$259K Buy
+295
New +$241K 0.08% 142
2025
Q1 		– Sell
-363
Closed -$208K – 151
2024
Q4 		$208K Buy
+363
New +$202K 0.11% 126

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Genesis Private Wealth's GS Position: Q2 2026 in Review

Genesis Private Wealth held its Goldman Sachs (GS) position steady in Q2 2026 at 273 shares worth $276K. The position accounts for 0.08% of the portfolio, ranked #141.

Genesis Private Wealth first reported a position in GS in Q4 2024 and has held it in 4 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Genesis Private Wealth held 273 shares of Goldman Sachs worth $276K as of Q2 2026.
  • Genesis Private Wealth left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.08% of Genesis Private Wealth's portfolio in Q2 2026, its #141 holding.
  • Genesis Private Wealth first reported a position in Goldman Sachs in Q4 2024 and has held it in 4 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.