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JPL Wealth Management’s Goldman Sachs GS Stock Holding History

JPL 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
Q1 		$49.9K Buy
+59
New +$52.6K 0.01% 239
2025
Q4 		– Sell
-63
Closed -$50.2K – 528
2025
Q3 		$50.2K Buy
+63
New +$46.7K 0.01% 250

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

JPL Wealth Management's GS Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Goldman Sachs (GS) in Q1 2026: 59 shares worth $49.9K. The stake represents 0.01% of the portfolio and ranks #239 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in GS as recently as Q3 2025.

JPL Wealth Management first reported a position in GS in Q3 2025 and has held it in 2 quarters since. The position peaked at $50.2K in Q3 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • JPL Wealth Management held 59 shares of Goldman Sachs worth $49.9K as of Q1 2026.
  • Goldman Sachs was a new JPL Wealth Management position in Q1 2026.
  • Goldman Sachs made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #239 holding.
  • JPL Wealth Management first reported a position in Goldman Sachs in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Goldman Sachs position peaked at $50.2K in Q3 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.