Position in GS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$570,412
+$115,270 QoQ
Shares Held
564
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#2,098
of 3,125 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Baron Wealth Management LLC holds $2,396,799 across 4 Capital Markets names. GS ranks #2 (23.8% of the industry book) .
All Filings in GS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $570,412 | 564 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $455,142 | 538 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $622,332 | 708 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $521,609 | 655 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $447,298 | 632 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $269,867 | 494 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $316,658 | 553 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $238,643 | 482 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $259,631 | 574 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $238,918 | 572 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $220,660 | 572 | Shares | Sole | 2024-01-04 | |
| No filing history on record for this holder in this stock. | ||||||