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Goldman Sachs shares owned by Vertrix Wealth Management

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

Historical chart of Vertrix Wealth Management investment in Goldman Sachs

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

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Quarterly reported holdings in Goldman Sachs by Vertrix Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 1.4k 846.02

More positions owned by Vertrix Wealth Management

Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYG)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Lowe's Companies (LOW)
Amgen (AMGN)
Broadcom (AVGO)
Linde SHS (LIN)

View all positions for Vertrix Wealth Management

Top funds holding Goldman Sachs

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Fisher Investments
Geode Capital Management
Citadel Advisors
FMR
Capital World Investors
Northern Trust
Bank of New York Mellon
Norges Bank Investment Management
Invesco
UBS Group
Jane Street

View all funds holding Goldman Sachs