Position in GS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,225,780
+$130,223 QoQ
Shares Held
1,212
-6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#1,609
of 3,125 holders
Holding Since
Mar 2024
10 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, 2026SHELTON WEALTH MANAGEMENT, LLC holds $2,709,267 across 4 Capital Markets names. GS ranks #1 (45.2% of the industry book) .
All Filings in GS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,225,780 | 1,212 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,095,557 | 1,295 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,405,521 | 1,599 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,208,859 | 1,518 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,154,340 | 1,631 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $816,157 | 1,494 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $900,158 | 1,572 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $785,244 | 1,586 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $711,499 | 1,573 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $537,567 | 1,287 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||