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TritonPoint Wealth’s Goldman Sachs GS Stock Holding History

TritonPoint Wealth’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
Q1 		$788K Sell
932
-51
-5% -$45.5K 0.08% 138
2025
Q4 		$864K Sell
983
-1,458
-60% -$1.19M 0.09% 135
2025
Q3 		$1.94M Sell
2,441
-92
-4% -$68.2K 0.17% 119
2025
Q2 		$1.79M Buy
2,533
+154
+6% +$89.2K 0.17% 120
2025
Q1 		$1.3M Buy
2,379
+200
+9% +$120K 0.12% 137
2024
Q4 		$1.25M Buy
2,179
+121
+6% +$67.5K 0.11% 135
2024
Q3 		$1.03M Buy
+2,058
New +$1.01M 0.09% 148
2024
Q2 		– Sell
-1,571
Closed -$556K – 330
2024
Q1 		$556K Buy
1,571
+101
+7% +$39.2K 0.06% 190
2023
Q4 		$567K Buy
+1,470
New +$491K 0.06% 202

Other funds holding GS

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TritonPoint Wealth's GS Position: Q1 2026 in Review

TritonPoint Wealth reduced its Goldman Sachs (GS) stake by 5.2% in Q1 2026, selling an estimated $45.5K and leaving 932 shares worth $788K. The position accounts for 0.08% of the portfolio, ranked #138.

TritonPoint Wealth first reported a position in GS in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.94M in Q3 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • TritonPoint Wealth held 932 shares of Goldman Sachs worth $788K as of Q1 2026.
  • TritonPoint Wealth sold 51 Goldman Sachs shares in Q1 2026, an estimated $45.5K.
  • Goldman Sachs made up 0.08% of TritonPoint Wealth's portfolio in Q1 2026, its #138 holding.
  • TritonPoint Wealth first reported a position in Goldman Sachs in Q4 2023 and has held it in 9 quarters since.
  • TritonPoint Wealth's Goldman Sachs position peaked at $1.94M in Q3 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.