Hollow Brook Wealth Management LLC GS β€” GOLDMAN SACHS GROUP INC

Ownership history in Hollow Brook Wealth Management LLC  Β·  4 quarters on record

AI Ownership Summary

Hollow Brook Wealth Management LLC reported GOLDMAN SACHS GROUP INC (GS) in 4 quarterly 13F filings from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.1% in 2025 Q3. The latest visible filing shows GS at 0.10% 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 Hollow Brook Wealth Management 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
2025 Q3

GS was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% 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
2025 Q3 to 2025 Q3

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 Hollow Brook Wealth Management LLC held GS β€” position size vs. price
% of Fund (quarterly)    GS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 93.3% +12.6% ❌ 543 -7,547 -93.3% 0.10% $432K 2025-11-14 $782.89
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Hollow Brook Wealth Management 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 Hollow Brook Wealth Management LLC reported owning GS?

Hollow Brook Wealth Management LLC reported GS across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported GS position in Hollow Brook Wealth Management LLC's portfolio?

The largest reported portfolio weight for GS was 0.10% in 2025 Q3.

What is the latest reported GS position on this page?

The most recent filing on this page is 2025 Q3, when Hollow Brook Wealth Management LLC reported 543 shares, equal to 0.10% of portfolio, with an estimated market value of $432K.

What does the chart on this GS ownership page compare?

The chart compares Hollow Brook Wealth Management 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 Hollow Brook Wealth Management LLC time their GS position?

Based on 13F filing dates vs. subsequent GS price moves, Hollow Brook Wealth Management LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on GS relative to SPY over the holding period was +126.0%.

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