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Juncture Wealth Strategies’s Goldman Sachs GS Stock Holding History

Juncture Wealth Strategies’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 		$430K Buy
+425
New +$414K 0.11% 124
2022
Q1 		– Sell
-531
Closed -$203K – 119
2021
Q4 		$203K Buy
+531
New +$210K 0.1% 128

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Juncture Wealth Strategies's GS Position: Q2 2026 in Review

Juncture Wealth Strategies opened a new position in Goldman Sachs (GS) in Q2 2026: 425 shares worth $430K. The stake represents 0.11% of the portfolio and ranks #124 among its holdings. This is a return to the name: Juncture Wealth Strategies previously reported a position in GS as recently as Q4 2021.

Juncture Wealth Strategies first reported a position in GS in Q4 2021 and has held it in 2 quarters since. 549 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Juncture Wealth Strategies held 425 shares of Goldman Sachs worth $430K as of Q2 2026.
  • Goldman Sachs was a new Juncture Wealth Strategies position in Q2 2026.
  • Goldman Sachs made up 0.11% of Juncture Wealth Strategies's portfolio in Q2 2026, its #124 holding.
  • Juncture Wealth Strategies first reported a position in Goldman Sachs in Q4 2021 and has held it in 2 quarters since.
  • 549 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.