Financial Gravity Companies, Inc. GSIMX β€” GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL

Ownership history in Financial Gravity Companies, Inc.  Β·  2 quarters on record

AI Ownership Summary

Financial Gravity Companies, Inc. reported GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL (GSIMX) in 2 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows GSIMX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GSIMX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Gravity Companies, Inc.'s position in GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GSIMX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Financial Gravity Companies, Inc. held GSIMX β€” position size vs. price
% of Fund (quarterly)    GSIMX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 428 -2,042 -82.7% 0.00% $10K 2026-08-05 $24.10
2025 Q2 INITIATED β€” β€” β€” 2,470 β€” β€” 0.01% $56K 2025-08-08 $21.35

FAQ About Financial Gravity Companies, Inc. and GSIMX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Gravity Companies, Inc. reported owning GSIMX?

Financial Gravity Companies, Inc. reported GSIMX across 2 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported GSIMX position in Financial Gravity Companies, Inc.'s portfolio?

The largest reported portfolio weight for GSIMX was 0.01% in 2025 Q2.

What is the latest reported GSIMX position on this page?

The most recent filing on this page is 2026 Q2, when Financial Gravity Companies, Inc. reported 428 shares, equal to 0.00% of portfolio, with an estimated market value of $10K.

What does the chart on this GSIMX ownership page compare?

The chart compares Financial Gravity Companies, Inc.'s quarterly GSIMX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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