Perigon Wealth Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8M | Sell |
9,462
-36
| -0.4% | -$32.1K | 0.15% | 141 |
|
|
2025
Q4 | $8.35M | Buy |
9,498
+404
| +4% | +$330K | 0.15% | 132 |
|
|
2025
Q3 | $7.24M | Sell |
9,094
-150
| -2% | -$111K | 0.15% | 139 |
|
|
2025
Q2 | $6.54M | Sell |
9,244
-584
| -6% | -$338K | 0.15% | 136 |
|
|
2025
Q1 | $5.37M | Sell |
9,828
-2,275
| -19% | -$1.37M | 0.14% | 152 |
|
|
2024
Q4 | $7.42M | Buy |
12,103
+3,216
| +36% | +$1.79M | 0.18% | 119 |
|
|
2024
Q3 | $4.4M | Sell |
8,887
-6,496
| -42% | -$3.18M | 0.12% | 165 |
|
|
2024
Q2 | $6.96M | Sell |
15,383
-1,795
| -10% | -$788K | 0.2% | 105 |
|
|
2024
Q1 | $7.18M | Buy |
17,178
+104
| +0.6% | +$40.4K | 0.22% | 102 |
|
|
2023
Q4 | $6.59M | Buy |
17,074
+57
| +0.3% | +$19K | 0.22% | 110 |
|
|
2023
Q3 | $5.51M | Buy |
17,017
+831
| +5% | +$278K | 0.22% | 107 |
|
|
2023
Q2 | $5.22M | Buy |
16,186
+10,468
| +183% | +$3.44M | 0.21% | 112 |
|
|
2023
Q1 | $1.87M | Buy |
5,718
+283
| +5% | +$98.5K | 0.11% | 187 |
|
|
2022
Q4 | $1.87M | Buy |
5,435
+1,359
| +33% | +$473K | 0.12% | 180 |
|
|
2022
Q3 | $1.19M | Sell |
4,076
-581
| -12% | -$188K | 0.1% | 184 |
|
|
2022
Q2 | $1.38M | Buy |
4,657
+586
| +14% | +$182K | 0.12% | 167 |
|
|
2022
Q1 | $1.34M | Sell |
4,071
-152
| -4% | -$53.7K | 0.1% | 190 |
|
|
2021
Q4 | $1.61M | Buy |
4,223
+1,374
| +48% | +$544K | 0.12% | 153 |
|
|
2021
Q3 | $1.08M | Sell |
2,849
-21
| -0.7% | -$8.2K | 0.09% | 190 |
|
|
2021
Q2 | $1.09M | Buy |
2,870
+101
| +4% | +$36.1K | 0.1% | 182 |
|
|
2021
Q1 | $906K | Buy |
2,769
+412
| +17% | +$128K | 0.09% | 194 |
|
|
2020
Q4 | $622K | Buy |
2,357
+315
| +15% | +$70.1K | 0.07% | 214 |
|
|
2020
Q3 | $410K | Buy |
2,042
+30
| +1% | +$6.1K | 0.06% | 252 |
|
|
2020
Q2 | $398K | Buy |
2,012
+40
| +2% | +$7.51K | 0.06% | 221 |
|
|
2020
Q1 | $363K | Buy |
+1,972
| New | +$419K | 0.07% | 208 |
|
|
2019
Q4 | – | Sell |
-2,928
| Closed | -$605K | – | 279 |
|
|
2019
Q3 | $605K | Buy |
2,928
+9
| +0.3% | +$1.88K | 0.14% | 105 |
|
|
2019
Q2 | $597K | Buy |
+2,919
| New | +$578K | 0.14% | 110 |
|
|
2019
Q1 | – | Sell |
-3,619
| Closed | -$726K | – | 227 |
|
|
2018
Q4 | $726K | Buy |
+3,619
| New | +$730K | 0.19% | 96 |
|
|
2018
Q2 | – | Sell |
-419
| Closed | -$106K | – | 395 |
|
|
2018
Q1 | $106K | Hold |
419
| – | – | 0.04% | 226 |
|
|
2017
Q4 | $107K | Buy |
419
+55
| +15% | +$13.5K | 0.04% | 193 |
|
|
2017
Q3 | $86K | Buy |
364
+314
| +628% | +$70.8K | 0.03% | 274 |
|
|
2017
Q2 | $11K | Hold |
50
| – | – | ﹤0.01% | 494 |
|
|
2017
Q1 | $11K | Sell |
50
-25
| -33% | -$6.04K | ﹤0.01% | 518 |
|
|
2016
Q4 | $19K | Hold |
75
| – | – | ﹤0.01% | 477 |
|
|
2016
Q3 | $12K | Buy |
75
+50
| +200% | +$8.13K | ﹤0.01% | 460 |
|
|
2016
Q2 | $4K | Buy |
+25
| New | +$3.9K | ﹤0.01% | 405 |
|
Other funds holding GS
VCM
VPM
Perigon Wealth Management's GS Position: Q1 2026 in Review
Perigon Wealth Management reduced its Goldman Sachs (GS) stake by 0.38% in Q1 2026, selling an estimated $32.1K and leaving 9,462 shares worth $8M. The position accounts for 0.15% of the portfolio, ranked #141.
Perigon Wealth Management first reported a position in GS in Q2 2016 and has held it in 36 quarters since. The position peaked at $8.35M in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.
- Perigon Wealth Management held 9,462 shares of Goldman Sachs worth $8M as of Q1 2026.
- Perigon Wealth Management sold 36 Goldman Sachs shares in Q1 2026, an estimated $32.1K.
- Goldman Sachs made up 0.15% of Perigon Wealth Management's portfolio in Q1 2026, its #141 holding.
- Perigon Wealth Management first reported a position in Goldman Sachs in Q2 2016 and has held it in 36 quarters since.
- Perigon Wealth Management's Goldman Sachs position peaked at $8.35M in Q4 2025.
- 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.
Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.