Game Plan Financial Advisors, LLC GS — GOLDMAN SACHS GROUP INC

Ownership history in Game Plan Financial Advisors, LLC  ·  22 quarters on record

AI Ownership Summary

Game Plan Financial Advisors, LLC reported GOLDMAN SACHS GROUP INC (GS) in 22 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 2.93% in 2026 Q1. The latest visible filing shows GS at 2.93% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Game Plan Financial Advisors, LLC's position in GOLDMAN SACHS GROUP INC, 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 Q1

GS was reported at 2.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.93% in 2026 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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.

GS stock page Game Plan Financial Advisors, LLC fund profile Game Plan Financial Advisors, LLC full holdings
How Game Plan Financial Advisors, LLC held GS — position size vs. price
% of Fund (quarterly)    GS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 7,686 +246 +3.3% 2.93% $6.5M 2026-04-23 $931.30
2025 Q4 ADDED — — — 7,440 +2,090 +39.1% 2.63% $6.5M 2026-01-14 $927.79
2025 Q3 ADDED — — — 5,350 +18 +0.3% 1.76% $4.3M 2025-10-29 $775.12
2025 Q2 REDUCED 12.2% +14.2% ❌ 5,332 -740 -12.2% 1.65% $3.8M 2025-07-24 $708.10
2025 Q1 ADDED — — — 6,072 +1,025 +20.3% 1.61% $3.3M 2025-05-19 $599.87
2024 Q4 ADDED — — — 5,047 +158 +3.2% 1.37% $2.9M 2025-01-30 $629.47
2024 Q3 REDUCED — — — 4,889 -50 -1.0% 1.17% $2.4M 2024-10-15 $506.74
2024 Q2 ADDED — — — 4,939 +25 +0.5% 1.10% $2.2M 2024-08-01 $482.30
2024 Q1 REDUCED — — — 4,914 -75 -1.5% 1.09% $1.9M 2024-04-12 $373.35
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GS

As of 2026 Q1 — sorted by position size

CACTI ASSET MANAGEMENT LLC 3Y 7Y 10.62% Geremia Financial Services, LLC 10.42% Focused Investors LLC 3Y 7Y 7.46% Westwind Capital 3Y 7Y 6.42% J. L. Bainbridge & Co., Inc. 3Y 7Y 6.41% Morangie Management LLC 6.34% NIGHTVIEW CAPITAL, LLC 3Y 7Y 6.04% WealthBridge Investment Counsel Inc. 3Y 5.38% Atwater Malick LLC 3Y 7Y 5.19% ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3Y 7Y 4.4%

FAQ About Game Plan Financial Advisors, LLC and GS

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

How long has Game Plan Financial Advisors, LLC reported owning GS?

Game Plan Financial Advisors, LLC reported GS across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported GS position in Game Plan Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for GS was 2.93% in 2026 Q1.

What is the latest reported GS position on this page?

The most recent filing on this page is 2026 Q1, when Game Plan Financial Advisors, LLC reported 7,686 shares, equal to 2.93% of portfolio, with an estimated market value of $6.5M.

What does the chart on this GS ownership page compare?

The chart compares Game Plan Financial Advisors, LLC's quarterly GS 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.

How well did Game Plan Financial Advisors, LLC time their GS position?

Based on 13F filing dates vs. subsequent GS price moves, Game Plan Financial Advisors, LLC correctly timed 9 out of 20 reported position changes (45%). The annualised alpha on GS relative to SPY over the holding period was +15.9%.

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