Global Wealth Strategies & Associates GS GOLDMAN SACHS GROUP INC COM

Ownership history in Global Wealth Strategies & Associates  ·  6 quarters on record

AI Ownership Summary

Global Wealth Strategies & Associates reported GOLDMAN SACHS GROUP INC COM (GS) in 6 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows GS 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 GS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Wealth Strategies & Associates's position in GOLDMAN SACHS GROUP INC COM, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

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

Time in book
Holding Window
2024 Q3 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.

How Global Wealth Strategies & Associates 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 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 2 -7 -77.8% 0.00% $2K 2026-05-15 (Est.) $948.47
2025 Q3 UNCHANGED 9 0% 0.00% $7K 2025-10-02 $771.48
2025 Q2 UNCHANGED 9 0% 0.00% $6K 2025-07-07 $699.97
2025 Q1 UNCHANGED 9 0% 0.00% $5K 2025-04-02 $551.67
2024 Q4 UNCHANGED 9 0% 0.00% $5K 2025-01-02 $560.52
2024 Q3 INITIATED 9 0.00% $4K 2024-10-01 $475.50

FAQ About Global Wealth Strategies & Associates and GS

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

How long has Global Wealth Strategies & Associates reported owning GS?

Global Wealth Strategies & Associates reported GS across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported GS position in Global Wealth Strategies & Associates's portfolio?

The largest reported portfolio weight for GS was 0.00% in 2025 Q3.

What is the latest reported GS position on this page?

The most recent filing on this page is 2026 Q1, when Global Wealth Strategies & Associates reported 2 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this GS ownership page compare?

The chart compares Global Wealth Strategies & Associates'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.

← Back to Global Wealth Strategies & Associates Holdings