LeConte Wealth Management
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LeConte Wealth Management’s Goldman Sachs GS Stock Holding History

LeConte 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
Q3 		$561K Buy
623
+89
+17% +$91.1K 0.3% 63
2026
Q2 		$540K Sell
534
-47
-8% -$45.8K 0.29% 63
2026
Q1 		$492K Buy
581
+25
+4% +$22.3K 0.32% 53
2025
Q4 		$489K Buy
556
+73
+15% +$59.6K 0.32% 46
2025
Q3 		$385K Sell
483
-9
-2% -$6.67K 0.26% 59
2025
Q2 		$348K Buy
+492
New +$285K 0.24% 57

Other funds holding GS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LeConte Wealth Management's GS Position: Q3 2026 in Review

LeConte Wealth Management increased its Goldman Sachs (GS) stake by 17% in Q3 2026, buying an estimated $91.1K and bringing the position to 623 shares worth $561K. The position accounts for 0.3% of the portfolio, ranked #63.

LeConte Wealth Management first reported a position in GS in Q2 2025 and has held it in 6 quarters since. 1,980 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • LeConte Wealth Management held 623 shares of Goldman Sachs worth $561K as of Q3 2026.
  • LeConte Wealth Management bought 89 Goldman Sachs shares in Q3 2026, an estimated $91.1K.
  • Goldman Sachs made up 0.3% of LeConte Wealth Management's portfolio in Q3 2026, its #63 holding.
  • LeConte Wealth Management first reported a position in Goldman Sachs in Q2 2025 and has held it in 6 quarters since.
  • 1,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.