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CCG WEALTH MANAGEMENT, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1771169 SAN DIEGO, CA

Position in GS

as of Mar 31, 2026 · filed Apr 8, 2026
Position Value
$1,427,185
+$779,362 QoQ
Shares Held
1,687
+128.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in GS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

CCG WEALTH MANAGEMENT, LLC holds $1,648,575 across 2 Capital Markets names. GS ranks #1 (86.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
This page
1,687 $1,427,185

All Filings in GS

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6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,427,185 1,687
2025-12-31 $647,823 737
2025-09-30 $410,120 515
2025-06-30 $349,628 494
2025-03-31 $266,589 488
2024-12-31 $219,313 383