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Kiley Juergens Wealth Management’s Goldman Sachs GS Stock Holding History

Kiley Juergens 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 		$371K Buy
+438
New +$391K 0.07% 157
2018
Q4 		– Sell
-116
Closed -$26K – 279
2018
Q3 		$26K Hold
116
– – 0.02% 323
2018
Q2 		$25K Buy
+116
New +$27.7K 0.02% 291
2018
Q1 		– Sell
-106
Closed -$27K – 292
2017
Q4 		$27K Buy
+106
New +$26K 0.02% 297

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

Kiley Juergens Wealth Management's GS Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in Goldman Sachs (GS) in Q1 2026: 438 shares worth $371K. The stake represents 0.07% of the portfolio and ranks #157 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in GS as recently as Q3 2018.

Kiley Juergens Wealth Management first reported a position in GS in Q4 2017 and has held it in 4 quarters since. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Kiley Juergens Wealth Management held 438 shares of Goldman Sachs worth $371K as of Q1 2026.
  • Goldman Sachs was a new Kiley Juergens Wealth Management position in Q1 2026.
  • Goldman Sachs made up 0.07% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #157 holding.
  • Kiley Juergens Wealth Management first reported a position in Goldman Sachs in Q4 2017 and has held it in 4 quarters since.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.