GeoWealth Management
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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
Q3 		$1.07M Sell
1,193
-415
-26% -$425K 0.04% 315
2026
Q2 		$1.63M Buy
1,608
+306
+24% +$298K 0.05% 216
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 $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

GeoWealth Management's GS Position: Q3 2026 in Review

GeoWealth Management reduced its Goldman Sachs (GS) stake by 26% in Q3 2026, selling an estimated $425K and leaving 1,193 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #315.

GeoWealth Management first reported a position in GS in Q3 2019 and has held it in 16 quarters since. The position peaked at $3.74M in Q4 2024. 2,750 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • GeoWealth Management held 1,193 shares of Goldman Sachs worth $1.07M as of Q3 2026.
  • GeoWealth Management sold 415 Goldman Sachs shares in Q3 2026, an estimated $425K.
  • Goldman Sachs made up 0.04% of GeoWealth Management's portfolio in Q3 2026, its #315 holding.
  • GeoWealth Management first reported a position in Goldman Sachs in Q3 2019 and has held it in 16 quarters since.
  • GeoWealth Management's Goldman Sachs position peaked at $3.74M in Q4 2024.
  • 2,750 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.