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Goldman Sachs shares owned by WealthPoint Financial

Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by WealthPoint Financial from 13F filings

Historical chart of WealthPoint Financial investment in Goldman Sachs

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All positions including Goldman Sachs held by WealthPoint Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Goldman Sachs by WealthPoint Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $264k 261 1011.37
2026-03-31 $217k 256 845.99
2025-12-31 $229k 261 879.00

More positions owned by WealthPoint Financial

Spdr Series Trust St Str P500etf (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Sp 500 Grwt Etf (IVW)
Ishares Tr Sp 500 Val Etf (IVE)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Msci Acwi Ex Us (ACWX)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
State Str Spdr Sp 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Largecap Fund (EPS)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Exch Traded Fd Tr Ii Sp 500 Momntm (SPMO)

View all positions for WealthPoint Financial

Top funds holding Goldman Sachs

California State Teachers Retirement System
BlackRock
State Street Corporation
Vanguard Capital Management
Susquehanna International
Jpmorgan Chase & Co
Vanguard Portfolio Management
Fisher Investments
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Citadel Advisors
Jane Street
FMR
Northern Trust

View all funds holding Goldman Sachs