Position in GS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,426,521
+$1,813,322 QoQ
Shares Held
3,388
-27.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.66%
of 13F equity value
Holder Rank
#1,084
of 3,125 holders
Holding Since
Mar 2021
9 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, 2026WT Wealth Management holds $8,174,185 across 5 Capital Markets names. GS ranks #1 (41.9% of the industry book) .
All Filings in GS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,426,521 | 3,388 | Shares | Sole | 2026-07-23 | |
| 2022-12-31 | $1,613,199 | 4,698 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,507,449 | 5,144 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,321,144 | 4,448 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,831,724 | 5,549 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,016,421 | 5,271 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,557,483 | 4,120 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,303,685 | 3,435 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $770,412 | 2,356 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||