Position in GS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$358,024
+$58,544 QoQ
Shares Held
354
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#2,423
of 3,124 holders
Holding Since
Dec 2025
3 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, 2026REICON WEALTH ADVISORS, LLC holds $617,651 across 2 Capital Markets names. GS ranks #1 (58.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
354 | $358,024 | |
| 2 | MS |
Morgan Stanley
|
1,242 | $259,627 |
All Filings in GS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,024 | 354 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $299,480 | 354 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $302,376 | 344 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||