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Gentry Private Wealth’s Goldman Sachs GS Stock Holding History

Gentry 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
Q1 		$854K Sell
1,010
-90
-8% -$80.3K 0.51% 28
2025
Q4 		$967K Buy
1,100
+322
+41% +$263K 0.61% 23
2025
Q3 		$620K Sell
778
-4
-0.5% -$2.96K 0.43% 33
2025
Q2 		$553K Buy
782
+10
+1% +$5.79K 0.42% 39
2025
Q1 		$422K Buy
+772
New +$465K 0.35% 68

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

Gentry Private Wealth's GS Position: Q1 2026 in Review

Gentry Private Wealth reduced its Goldman Sachs (GS) stake by 8.2% in Q1 2026, selling an estimated $80.3K and leaving 1,010 shares worth $854K. The position accounts for 0.51% of the portfolio, ranked #28.

Gentry Private Wealth first reported a position in GS in Q1 2025 and has held it in 5 quarters since. The position peaked at $967K in Q4 2025. 2,984 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Gentry Private Wealth held 1,010 shares of Goldman Sachs worth $854K as of Q1 2026.
  • Gentry Private Wealth sold 90 Goldman Sachs shares in Q1 2026, an estimated $80.3K.
  • Goldman Sachs made up 0.51% of Gentry Private Wealth's portfolio in Q1 2026, its #28 holding.
  • Gentry Private Wealth first reported a position in Goldman Sachs in Q1 2025 and has held it in 5 quarters since.
  • Gentry Private Wealth's Goldman Sachs position peaked at $967K in Q4 2025.
  • 2,984 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

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