Leo Wealth LLC
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Leo Wealth LLC’s Goldman Sachs GS Stock Holding History

Leo Wealth LLC’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 		$1.44M Buy
+1,598
New +$1.63M 0.31% 77
2026
Q1 		$2.55M Sell
3,012
-142
-5% -$127K 0.19% 102
2025
Q4 		$2.77M Buy
3,154
+1,318
+72% +$1.08M 0.2% 88
2025
Q3 		$1.46M Sell
1,836
-1,016
-36% -$753K 0.19% 97
2025
Q2 		$2.01M Buy
2,852
+554
+24% +$321K 0.16% 119
2025
Q1 		$1.26M Sell
2,298
-571
-20% -$344K 0.18% 110
2024
Q4 		$1.64M Sell
2,869
-177
-6% -$98.7K 0.15% 117
2024
Q3 		$1.51M Sell
3,046
-17
-0.6% -$8.32K 0.14% 120
2024
Q2 		$1.39M Buy
3,063
+28
+0.9% +$12.3K 0.14% 114
2024
Q1 		$1.27M Sell
3,035
-116
-4% -$45K 0.13% 125
2023
Q4 		$1.22M Buy
+3,151
New +$1.05M 0.13% 123

Other funds holding GS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Leo Wealth LLC's GS Position: Q3 2026 in Review

Leo Wealth LLC opened a new position in Goldman Sachs (GS) in Q3 2026: 1,598 shares worth $1.44M. The stake represents 0.31% of the portfolio and ranks #77 among its holdings. This is a return to the name: Leo Wealth LLC previously reported a position in GS as recently as Q1 2026.

Leo Wealth LLC first reported a position in GS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.77M in Q4 2025. 2,750 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Leo Wealth LLC held 1,598 shares of Goldman Sachs worth $1.44M as of Q3 2026.
  • Goldman Sachs was a new Leo Wealth LLC position in Q3 2026.
  • Goldman Sachs made up 0.31% of Leo Wealth LLC's portfolio in Q3 2026, its #77 holding.
  • Leo Wealth LLC first reported a position in Goldman Sachs in Q4 2023 and has held it in 11 quarters since.
  • Leo Wealth LLC's Goldman Sachs position peaked at $2.77M in Q4 2025.
  • 2,750 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Leo Wealth LLC's 13F filing for Q3 2026, filed 26 Oct 2026.