TWP
GBUY

Triad Wealth Partners’s Goldman Sachs Future Consumer Equity ETF GBUY Stock Holding History

Triad Wealth Partners’s Portfolio GBUY Stock Details GBUY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,027
Closed -$66.9K – 369
2024
Q2 		$66.9K Buy
+2,027
New +$65K 0.04% 185

Other funds holding GBUY

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Triad Wealth Partners's GBUY Position: Q3 2024 in Review

Triad Wealth Partners sold out of Goldman Sachs Future Consumer Equity ETF (GBUY) in Q3 2024, closing a stake of 2,027 shares — an estimated $66.9K sold.

Triad Wealth Partners first reported a position in GBUY in Q2 2024 and held it in 1 quarter. The position peaked at $66.9K in Q2 2024. 16 funds tracked by Wall St. Rank hold GBUY as of Q3 2024.

  • Triad Wealth Partners reported no remaining Goldman Sachs Future Consumer Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 2,027 Goldman Sachs Future Consumer Equity ETF shares in Q3 2024, an estimated $66.9K.
  • Triad Wealth Partners first reported a position in Goldman Sachs Future Consumer Equity ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Goldman Sachs Future Consumer Equity ETF position peaked at $66.9K in Q2 2024.
  • 16 funds tracked by Wall St. Rank held Goldman Sachs Future Consumer Equity ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.