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Invenio Wealth Partners’s Goldman Sachs GS Stock Holding History

Invenio Wealth Partners’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
Q2 		$281K Buy
278
+3
+1% +$2.92K 0.1% 79
2026
Q1 		$233K Hold
275
– – 0.09% 81
2025
Q4 		$242K Sell
275
-13
-5% -$10.6K 0.09% 86
2025
Q3 		$229K Sell
288
-57
-17% -$42.2K 0.08% 90
2025
Q2 		$244K Sell
345
-234
-40% -$136K 0.1% 83
2025
Q1 		$316K Buy
579
+81
+16% +$48.7K 0.13% 67
2024
Q4 		$285K Buy
498
+7
+1% +$3.9K 0.12% 80
2024
Q3 		$243K Buy
491
+23
+5% +$11.3K 0.11% 89
2024
Q2 		$212K Buy
+468
New +$205K 0.1% 90

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invenio Wealth Partners's GS Position: Q2 2026 in Review

Invenio Wealth Partners increased its Goldman Sachs (GS) stake by 1.1% in Q2 2026, buying an estimated $2.92K and bringing the position to 278 shares worth $281K. The position accounts for 0.1% of the portfolio, ranked #79.

Invenio Wealth Partners first reported a position in GS in Q2 2024 and has held it in 9 quarters since. The position peaked at $316K in Q1 2025. 3,164 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Invenio Wealth Partners held 278 shares of Goldman Sachs worth $281K as of Q2 2026.
  • Invenio Wealth Partners bought 3 Goldman Sachs shares in Q2 2026, an estimated $2.92K.
  • Goldman Sachs made up 0.1% of Invenio Wealth Partners's portfolio in Q2 2026, its #79 holding.
  • Invenio Wealth Partners first reported a position in Goldman Sachs in Q2 2024 and has held it in 9 quarters since.
  • Invenio Wealth Partners's Goldman Sachs position peaked at $316K in Q1 2025.
  • 3,164 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.