ORG Wealth Partners’s Goosehead Insurance GSHD Stock Holding History

ORG Wealth Partners’s Portfolio GSHD Stock Details GSHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$544	Buy	+12	New	+$717	﹤0.01%	2011

Other funds holding GSHD

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Langdon Equity Partners Toronto $146M AUM 11.99% 1-Year Est. Return

ORG Wealth Partners's GSHD Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Goosehead Insurance (GSHD) in Q3 2026: 12 shares worth $544. The stake represents ﹤0.01% of the portfolio and ranks #2011 among its holdings.

189 funds tracked by Wall St. Rank hold GSHD as of Q3 2026.

ORG Wealth Partners held 12 shares of Goosehead Insurance worth $544 as of Q3 2026.
Goosehead Insurance was a new ORG Wealth Partners position in Q3 2026.
Goosehead Insurance made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2011 holding.
189 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.