LWA
GS icon

Lineweaver Wealth Advisors’s Goldman Sachs GS Stock Holding History

Lineweaver Wealth Advisors’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 		$3.66M Sell
3,621
-77
-2% -$75.1K 0.44% 52
2026
Q1 		$3.13M Sell
3,698
-301
-8% -$269K 0.42% 50
2025
Q4 		$3.52M Buy
3,999
+324
+9% +$264K 0.48% 44
2025
Q3 		$2.93M Sell
3,675
-579
-14% -$429K 0.43% 46
2025
Q2 		$3.01M Buy
4,254
+468
+12% +$271K 0.48% 43
2025
Q1 		$2.07M Buy
3,786
+504
+15% +$303K 0.35% 53
2024
Q4 		$1.88M Buy
3,282
+4
+0.1% +$2.23K 0.35% 59
2024
Q3 		$1.63M Buy
3,278
+101
+3% +$49.4K 0.31% 64
2024
Q2 		$1.44M Buy
3,177
+67
+2% +$29.4K 0.3% 63
2024
Q1 		$1.3M Buy
3,110
+211
+7% +$81.9K 0.31% 65
2023
Q4 		$1.12M Buy
2,899
+1,383
+91% +$462K 0.29% 69
2023
Q3 		$491K Buy
+1,516
New +$507K 0.14% 94

Other funds holding GS

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return