Position in GS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,716,294
+$289,109 QoQ
Shares Held
1,697
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#1,436
of 3,136 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CCG WEALTH MANAGEMENT, LLC holds $2,208,485 across 3 Capital Markets names. GS ranks #1 (77.7% of the industry book) .
All Filings in GS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,716,294 | 1,697 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,427,185 | 1,687 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $647,823 | 737 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $410,120 | 515 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $349,628 | 494 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $266,589 | 488 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $219,313 | 383 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||