Position in GS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$328,695
+$53,749 QoQ
Shares Held
325
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,482
of 3,125 holders
Holding Since
Jun 2025
5 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, 2026Cove Private Wealth, LLC holds $877,634 across 2 Capital Markets names. GS ranks #2 (37.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,626 | $548,939 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
325 | $328,695 |
All Filings in GS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,695 | 325 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $274,946 | 325 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $285,675 | 325 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $258,813 | 325 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $212,325 | 300 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||