Wealth Enhancement Trust Services
GS icon

Wealth Enhancement Trust Services’s Goldman Sachs GS Stock Holding History

Wealth Enhancement Trust Services’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 		$782K Sell
868
-230
-21% -$235K 0.08% 179
2026
Q2 		$1.11M Sell
1,098
-162
-13% -$158K 0.12% 138
2026
Q1 		$1.07M Buy
1,260
+499
+66% +$445K 0.13% 137
2025
Q4 		$669K Buy
+761
New +$621K 0.08% 178

Other funds holding GS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wealth Enhancement Trust Services's GS Position: Q3 2026 in Review

Wealth Enhancement Trust Services reduced its Goldman Sachs (GS) stake by 21% in Q3 2026, selling an estimated $235K and leaving 868 shares worth $782K. The position accounts for 0.08% of the portfolio, ranked #179.

Wealth Enhancement Trust Services first reported a position in GS in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.11M in Q2 2026. 2,434 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Wealth Enhancement Trust Services held 868 shares of Goldman Sachs worth $782K as of Q3 2026.
  • Wealth Enhancement Trust Services sold 230 Goldman Sachs shares in Q3 2026, an estimated $235K.
  • Goldman Sachs made up 0.08% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #179 holding.
  • Wealth Enhancement Trust Services first reported a position in Goldman Sachs in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Trust Services's Goldman Sachs position peaked at $1.11M in Q2 2026.
  • 2,434 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.