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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
Q2 		$444K Buy
439
+1
+0.2% +$975 0.07% 156
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kiley Juergens Wealth Management's GS Position: Q2 2026 in Review

Kiley Juergens Wealth Management increased its Goldman Sachs (GS) stake by 0.23% in Q2 2026, buying an estimated $975 and bringing the position to 439 shares worth $444K. The position accounts for 0.07% of the portfolio, ranked #156.

Kiley Juergens Wealth Management first reported a position in GS in Q4 2017 and has held it in 5 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Kiley Juergens Wealth Management held 439 shares of Goldman Sachs worth $444K as of Q2 2026.
  • Kiley Juergens Wealth Management bought 1 Goldman Sachs share in Q2 2026, an estimated $975.
  • Goldman Sachs made up 0.07% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #156 holding.
  • Kiley Juergens Wealth Management first reported a position in Goldman Sachs in Q4 2017 and has held it in 5 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.