Summit Wealth Group, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1802865
WHITE RIVER JUNCTION, VT
Position in GS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$261,944
+$42,833 QoQ
Shares Held
259
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,679
of 3,125 holders
Holding Since
Mar 2021
6 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, 2026Summit Wealth Group, LLC holds $923,764 across 2 Capital Markets names. GS ranks #2 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,166 | $661,820 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
259 | $261,944 |
All Filings in GS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,944 | 259 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $219,111 | 259 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $227,661 | 259 | Shares | Sole | 2026-02-06 | |
| 2023-03-31 | $22,577,132 | 69,020 | Shares | Sole | 2023-05-10 | |
| 2021-06-30 | $176,481 | 465 | Shares | Sole | 2021-11-02 | |
| 2021-03-31 | $70,305 | 215 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||