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TriaGen Wealth Management’s Goldman Sachs GS Stock Holding History

TriaGen Wealth Management’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
2025
Q1 		– Sell
-4,326
Closed -$2.48M – 179
2024
Q4 		$2.48M Sell
4,326
-3
-0.1% -$1.67K 0.83% 26
2024
Q3 		$2.14M Sell
4,329
-7
-0.2% -$3.42K 0.72% 33
2024
Q2 		$1.96M Buy
+4,336
New +$1.9M 0.76% 40
2022
Q1 		– Sell
-570
Closed -$218K – 182
2021
Q4 		$218K Hold
570
– – 0.11% 169
2021
Q3 		$215K Hold
570
– – 0.12% 168
2021
Q2 		$214K Buy
+570
New +$204K 0.11% 175

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TriaGen Wealth Management's GS Position: Q1 2025 in Review

TriaGen Wealth Management sold out of Goldman Sachs (GS) in Q1 2025, closing a stake of 4,326 shares — an estimated $2.48M sold.

TriaGen Wealth Management first reported a position in GS in Q2 2021 and held it in 6 quarters. The position peaked at $2.48M in Q4 2024. 2,487 funds tracked by Wall St. Rank hold GS as of Q1 2025.

  • TriaGen Wealth Management reported no remaining Goldman Sachs position as of Q1 2025 after selling out during the quarter.
  • TriaGen Wealth Management sold 4,326 Goldman Sachs shares in Q1 2025, an estimated $2.48M.
  • TriaGen Wealth Management first reported a position in Goldman Sachs in Q2 2021 and held it in 6 quarters.
  • TriaGen Wealth Management's Goldman Sachs position peaked at $2.48M in Q4 2024.
  • 2,487 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2025.

Based on TriaGen Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.