Position in GS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$374,206
+$82,340 QoQ
Shares Held
370
+7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,394
of 3,124 holders
Holding Since
Mar 2025
6 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, 2026JGP Wealth Management, LLC holds $737,099 across 2 Capital Markets names. GS ranks #1 (50.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
370 | $374,206 | |
| 2 | MS |
Morgan Stanley
|
1,736 | $362,893 |
All Filings in GS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,206 | 370 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $291,866 | 345 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $306,771 | 349 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $277,926 | 349 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $247,712 | 350 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $215,238 | 394 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||