JGP Wealth Management
GS icon

JGP Wealth Management’s Goldman Sachs GS Stock Holding History

JGP Wealth 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 		$315K Sell
350
-20
-5% -$20.5K 0.03% 191
2026
Q2 		$374K Buy
370
+25
+7% +$24.4K 0.03% 173
2026
Q1 		$292K Sell
345
-4
-1% -$3.57K 0.03% 183
2025
Q4 		$307K Hold
349
– – 0.03% 186
2025
Q3 		$272K Sell
349
-1
-0.3% -$741 0.03% 181
2025
Q2 		$248K Sell
350
-44
-11% -$25.5K 0.03% 180
2025
Q1 		$215K Buy
+394
New +$237K 0.03% 178

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

JGP Wealth Management's GS Position: Q3 2026 in Review

JGP Wealth Management reduced its Goldman Sachs (GS) stake by 5.4% in Q3 2026, selling an estimated $20.5K and leaving 350 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #191.

JGP Wealth Management first reported a position in GS in Q1 2025 and has held it in 7 quarters since. The position peaked at $374K in Q2 2026. 1,185 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • JGP Wealth Management held 350 shares of Goldman Sachs worth $315K as of Q3 2026.
  • JGP Wealth Management sold 20 Goldman Sachs shares in Q3 2026, an estimated $20.5K.
  • Goldman Sachs made up 0.03% of JGP Wealth Management's portfolio in Q3 2026, its #191 holding.
  • JGP Wealth Management first reported a position in Goldman Sachs in Q1 2025 and has held it in 7 quarters since.
  • JGP Wealth Management's Goldman Sachs position peaked at $374K in Q2 2026.
  • 1,185 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.