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GeoWealth Management’s Goldman Sachs GS Stock Holding History

GeoWealth 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 		$1.1M Sell
1,302
-136
-9% -$121K 0.04% 262
2025
Q4 		$1.26M Sell
1,438
-13
-0.9% -$10.6K 0.05% 231
2025
Q3 		$1.16M Buy
1,451
+64
+5% +$47.4K 0.04% 267
2025
Q2 		$982K Sell
1,387
-4,955
-78% -$2.87M 0.04% 260
2025
Q1 		$3.46M Sell
6,342
-190
-3% -$114K 0.14% 96
2024
Q4 		$3.74M Buy
6,532
+1,906
+41% +$1.06M 0.12% 119
2024
Q3 		$2.29M Buy
4,626
+313
+7% +$153K 0.08% 166
2024
Q2 		$1.95M Buy
4,313
+3,205
+289% +$1.41M 0.08% 161
2024
Q1 		$463K Buy
1,108
+429
+63% +$166K 0.02% 455
2023
Q4 		$261K Buy
679
+367
+118% +$122K 0.02% 441
2023
Q3 		$101K Sell
312
-5
-2% -$1.67K 0.01% 331
2023
Q2 		$103K Buy
317
+20
+7% +$6.58K 0.01% 287
2023
Q1 		$97K Buy
+297
New +$103K 0.01% 243
2019
Q4 		– Sell
-1,910
Closed -$396K – 136
2019
Q3 		$396K Buy
+1,910
New +$399K 0.09% 119

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

GeoWealth Management's GS Position: Q1 2026 in Review

GeoWealth Management reduced its Goldman Sachs (GS) stake by 9.5% in Q1 2026, selling an estimated $121K and leaving 1,302 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #262.

GeoWealth Management first reported a position in GS in Q3 2019 and has held it in 14 quarters since. The position peaked at $3.74M in Q4 2024. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • GeoWealth Management held 1,302 shares of Goldman Sachs worth $1.1M as of Q1 2026.
  • GeoWealth Management sold 136 Goldman Sachs shares in Q1 2026, an estimated $121K.
  • Goldman Sachs made up 0.04% of GeoWealth Management's portfolio in Q1 2026, its #262 holding.
  • GeoWealth Management first reported a position in Goldman Sachs in Q3 2019 and has held it in 14 quarters since.
  • GeoWealth Management's Goldman Sachs position peaked at $3.74M in Q4 2024.
  • 2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.