Position in GS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$276,104
+$45,149 QoQ
Shares Held
273
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#2,633
of 3,124 holders
Holding Since
Dec 2024
4 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, 2026GENESIS PRIVATE WEALTH, LLC holds $753,514 across 3 Capital Markets names. GS ranks #1 (36.6% of the industry book) .
All Filings in GS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,104 | 273 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $230,955 | 273 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $259,305 | 295 | Shares | Sole | 2026-01-08 | |
| 2024-12-31 | $207,861 | 363 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||