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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
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

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

JGP Wealth Management's GS Position: Q2 2026 in Review

JGP Wealth Management increased its Goldman Sachs (GS) stake by 7.2% in Q2 2026, buying an estimated $24.4K and bringing the position to 370 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #173.

JGP Wealth Management first reported a position in GS in Q1 2025 and has held it in 6 quarters since. 1,122 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • JGP Wealth Management held 370 shares of Goldman Sachs worth $374K as of Q2 2026.
  • JGP Wealth Management bought 25 Goldman Sachs shares in Q2 2026, an estimated $24.4K.
  • Goldman Sachs made up 0.03% of JGP Wealth Management's portfolio in Q2 2026, its #173 holding.
  • JGP Wealth Management first reported a position in Goldman Sachs in Q1 2025 and has held it in 6 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.