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Goldman Sachs shares owned by Summit Wealth Group

Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Summit Wealth Group from 13F filings

Historical chart of Summit Wealth Group investment in Goldman Sachs

Tip: Access up to 7 years of quarterly data

All positions including Goldman Sachs held by Summit Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Goldman Sachs by Summit Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $228k 259 879.00
2023-03-31 $0 69k 0.00
2021-06-30 $176k 465 378.49
2021-03-31 $70k 215 325.58

More positions owned by Summit Wealth Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Msci Usa Mmentm (MTUM)
2023 Etf Series Trust Eagle Capital Se (EAGL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Global Tech Etf (IXN)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard Bd Index Fds Long Term Bond (BLV)

View all positions for Summit Wealth Group

Top funds holding Goldman Sachs

Vanguard Group
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State Street Corporation
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Jpmorgan Chase & Co
Fisher Investments
Geode Capital Management
Citadel Advisors
Capital World Investors
FMR
Northern Trust
Bank of New York Mellon
Norges Bank Investment Management
Invesco
UBS Group

View all funds holding Goldman Sachs