Position in GS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$405,559
+$187,294 QoQ
Shares Held
401
+55.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,337
of 3,125 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Wealthquest Corp holds $792,701 across 2 Capital Markets names. GS ranks #1 (51.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
401 | $405,559 | |
| 2 | MS |
Morgan Stanley
|
1,852 | $387,142 |
All Filings in GS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,559 | 401 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $218,265 | 258 | Shares | Sole | 2026-06-03 | |
| No filing history on record for this holder in this stock. | ||||||