Whalen Wealth Management Inc.

Position in GS — Goldman Sachs Group Inc

CIK 1894447 LAS VEGAS, NV

Position in GS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$829,323

-$54,736 QoQ

Shares Held

820

-21.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#1,864

of 3,124 holders

Holding Since

Mar 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Whalen Wealth Management Inc. holds $3,377,862 across 5 Capital Markets names. GS ranks #2 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	5,620	$1,174,804
2	GS	Goldman Sachs Group Inc This page	820	$829,323
3	HOOD	Robinhood Markets, Inc.	6,493	$651,118
4	EVR	Evercore Inc.	1,487	$507,721
5	SCHW	Schwab Charles Corp	2,329	$214,896

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$829,323	820	-21.5%	Shares	Sole	2026-08-13
2026-03-31	$884,059	1,045	+9.8%	Shares	Sole	2026-04-13
2025-12-31	$836,808	952	+70.9%	Shares	Sole	2026-01-20
2024-03-31	$232,653	557	—	Shares	Sole	2024-04-25
No filing history on record for this holder in this stock.