Position in GS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$882,926
+$42,858 QoQ
Shares Held
873
-12.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,822
of 3,125 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Momentum Wealth Planning, LLC holds $1,215,141 across 2 Capital Markets names. GS ranks #1 (72.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
873 | $882,926 | |
| 2 | WULF |
Terawulf Inc.
|
13,450 | $332,215 |
All Filings in GS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $882,926 | 873 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $840,068 | 993 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,911,248 | 3,312 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,030,111 | 3,805 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,439,008 | 6,272 | Shares | Sole | 2025-09-24 | |
| No filing history on record for this holder in this stock. | ||||||