Position in GS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$281,160
+$48,513 QoQ
Shares Held
278
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#2,621
of 3,125 holders
Holding Since
Jun 2024
9 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, 2026INVENIO WEALTH PARTNERS LLC holds $501,279 across 2 Capital Markets names. GS ranks #1 (56.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
278 | $281,160 | |
| 2 | MS |
Morgan Stanley
|
1,053 | $220,119 |
All Filings in GS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,160 | 278 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $232,647 | 275 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $241,725 | 275 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $229,348 | 288 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $244,173 | 345 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $316,301 | 579 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $285,164 | 498 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $243,099 | 491 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $211,685 | 468 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||