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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Wealth Enhancement Trust Services's GS Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Goldman Sachs (GS) stake by 13% in Q2 2026, selling an estimated $158K and leaving 1,098 shares worth $1.11M. The position accounts for 0.12% of the portfolio, ranked #138.

Wealth Enhancement Trust Services first reported a position in GS in Q4 2025 and has held it in 3 quarters since. 2,522 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,098 shares of Goldman Sachs worth $1.11M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 162 Goldman Sachs shares in Q2 2026, an estimated $158K.
  • Goldman Sachs made up 0.12% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #138 holding.
  • Wealth Enhancement Trust Services first reported a position in Goldman Sachs in Q4 2025 and has held it in 3 quarters since.
  • 2,522 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.