Position in GS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,626,282
+$524,804 QoQ
Shares Held
1,608
+23.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,458
of 3,124 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 3%
Shared 3%
None 94%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $7,354,970 across 7 Capital Markets names. GS ranks #2 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
37,919 | $3,498,786 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
1,608 | $1,626,282 | |
| 3 | MS |
Morgan Stanley
|
5,442 | $1,137,595 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
5,689 | $570,492 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,873 | $250,065 | |
| 6 | IREN |
IREN Ltd
|
3,815 | $174,459 | |
| 7 | NMR |
Nomura Holdings Inc
|
11,081 | $97,291 |
All Filings in GS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,626,282 | 1,608 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,101,478 | 1,302 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,264,002 | 1,438 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,155,503 | 1,451 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $981,649 | 1,387 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $3,464,570 | 6,342 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $3,740,353 | 6,532 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,290,378 | 4,626 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,950,855 | 4,313 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $462,799 | 1,108 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $261,937 | 679 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $100,953 | 312 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $102,244 | 317 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $97,151 | 297 | Shares | Other | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||