Position in GS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$777,743
+$171,169 QoQ
Shares Held
769
+7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,914
of 3,124 holders
Holding Since
Mar 2024
10 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, 2026WEALTH EFFECTS LLC holds $1,927,463 across 2 Capital Markets names. GS ranks #2 (40.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
5,500 | $1,149,720 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
769 | $777,743 |
All Filings in GS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $777,743 | 769 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $606,574 | 717 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $589,809 | 671 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $522,405 | 656 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $464,284 | 656 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $262,765 | 481 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $234,201 | 409 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $212,897 | 430 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $226,160 | 500 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $208,845 | 500 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||