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Genesis Wealth Advisors’s Goldman Sachs GS Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$1.04K Buy
+5
New +$1.02K ﹤0.01% 476

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Genesis Wealth Advisors's GS Position: Q2 2015 in Review

Genesis Wealth Advisors opened a new position in Goldman Sachs (GS) in Q2 2015: 5 shares worth $1.04K. The stake represents ﹤0.01% of the portfolio and ranks #476 among its holdings.

1,038 funds tracked by Wall St. Rank hold GS as of Q2 2015.

  • Genesis Wealth Advisors held 5 shares of Goldman Sachs worth $1.04K as of Q2 2015.
  • Goldman Sachs was a new Genesis Wealth Advisors position in Q2 2015.
  • Goldman Sachs made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #476 holding.
  • 1,038 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.