Geremia Financial Services, LLC GS Goldman Sachs Group Inc

Ownership history in Geremia Financial Services, LLC  ·  3 quarters on record

AI Ownership Summary

Geremia Financial Services, LLC reported Goldman Sachs Group Inc (GS) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 16.5% in 2026 Q2. The latest visible filing shows GS at 16.50% 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 GS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Geremia Financial Services, 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 Q2

GS was reported at 16.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
16.5% in 2026 Q2

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

Time in book
Holding Window
2025 Q4 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 Geremia Financial Services, 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 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 15,391 +263 +1.7% 16.50% $15.6M 2026-07-15 $1152.07
2026 Q1 ADDED 15,128 +69 +0.5% 10.42% $12.8M 2026-04-27 $933.70
2025 Q4 INITIATED 15,059 10.92% $13.2M 2026-01-13 $929.14

FAQ About Geremia Financial Services, 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 Geremia Financial Services, LLC reported owning GS?

Geremia Financial Services, LLC reported GS across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported GS position in Geremia Financial Services, LLC's portfolio?

The largest reported portfolio weight for GS was 16.50% in 2026 Q2.

What is the latest reported GS position on this page?

The most recent filing on this page is 2026 Q2, when Geremia Financial Services, LLC reported 15,391 shares, equal to 16.50% of portfolio, with an estimated market value of $15.6M.

What does the chart on this GS ownership page compare?

The chart compares Geremia Financial Services, 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.

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