GenTrust’s Goldman Sachs GS Stock Holding History

GenTrust’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
2021 Q1	–	Sell	-4,026	Closed	-$1.06M	–	158
2020 Q4	$1.06M	Buy	+4,026	New	+$896K	0.09%	60

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GenTrust's GS Position: Q2 2026 in Review

GenTrust increased its Goldman Sachs (GS) stake by 2.1% in Q2 2026, buying an estimated $166K and bringing the position to 8,104 shares worth $8.2M. The position accounts for 0.31% of the portfolio, ranked #48.

GenTrust first reported a position in GS in Q4 2016 and has held it in 38 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

GenTrust held 8,104 shares of Goldman Sachs worth $8.2M as of Q2 2026.
GenTrust bought 170 Goldman Sachs shares in Q2 2026, an estimated $166K.
Goldman Sachs made up 0.31% of GenTrust's portfolio in Q2 2026, its #48 holding.
GenTrust first reported a position in Goldman Sachs in Q4 2016 and has held it in 38 quarters since.
3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on GenTrust's 13F filing for Q2 2026, filed 6 Aug 2026.