VestGen Advisors
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VestGen Advisors’s Goldman Sachs GS Stock Holding History

VestGen Advisors’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
Q3 		$5.04M Sell
5,599
-741
-12% -$758K 0.16% 128
2026
Q2 		$6.41M Sell
6,340
-197
-3% -$192K 0.19% 113
2026
Q1 		$6.18M Buy
6,537
+1,003
+18% +$895K 0.16% 121
2025
Q4 		$4.86M Sell
5,534
-3,057
-36% -$2.49M 0.21% 109
2025
Q3 		$6.84M Buy
8,591
+2,914
+51% +$2.16M 0.23% 100
2025
Q2 		$4.02M Buy
5,677
+1,923
+51% +$1.11M 0.16% 137
2025
Q1 		$2.05M Buy
+3,754
New +$2.26M 0.09% 197

Other funds holding GS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

VestGen Advisors's GS Position: Q3 2026 in Review

VestGen Advisors reduced its Goldman Sachs (GS) stake by 12% in Q3 2026, selling an estimated $758K and leaving 5,599 shares worth $5.04M. The position accounts for 0.16% of the portfolio, ranked #128.

VestGen Advisors first reported a position in GS in Q1 2025 and has held it in 7 quarters since. The position peaked at $6.84M in Q3 2025. 2,130 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • VestGen Advisors held 5,599 shares of Goldman Sachs worth $5.04M as of Q3 2026.
  • VestGen Advisors sold 741 Goldman Sachs shares in Q3 2026, an estimated $758K.
  • Goldman Sachs made up 0.16% of VestGen Advisors's portfolio in Q3 2026, its #128 holding.
  • VestGen Advisors first reported a position in Goldman Sachs in Q1 2025 and has held it in 7 quarters since.
  • VestGen Advisors's Goldman Sachs position peaked at $6.84M in Q3 2025.
  • 2,130 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.