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Livermore
Livermore
ZHEN

CFM Wealth Partners LLC

SEC CIK
0001801097
Latest filing
Aug 7, 2026

GS holding history

Goldman Sachs Group Inc in every 13F filed by CFM Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GS overviewAll 13F holders of GSFull Q2 2026 holdings

Shares (Q2 2026)
4,538
Value
$4.59M
% of portfolio
0.6%
Quarters held
18
Since Q1 2022
Holdings of GS by CFM Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,538$4.59M0.6%+50+1.1%AddedHolders
Q1 20264,488$3.80M0.6%−61−1.3%ReducedHolders
Q4 20254,549$4.00M0.6%+574+14.4%AddedHolders
Q3 20253,975$3.17M0.5%+616+18.3%AddedHolders
Q2 20253,359$2.38M0.4%+67+2.0%AddedHolders
Q1 20253,292$1.80M0.3%+341+11.6%AddedHolders
Q4 20242,951$1.69M0.3%+468+18.8%AddedHolders
Q3 20242,483$1.23M0.2%+663+36.4%AddedHolders
Q2 20241,820$823.2K0.2%+10+0.6%AddedHolders
Q1 20241,810$756.0K0.2%+78+4.5%AddedHolders
Q4 20231,732$668.2K0.2%−15−0.9%ReducedHolders
Q3 20231,747$565.3K0.1%00.0%UnchangedHolders
Q2 20231,747$563.5K0.1%−31−1.7%ReducedHolders
Q1 20231,778$581.6K0.2%−150−7.8%ReducedHolders
Q4 20221,928$662.0K0.2%+169+9.6%AddedHolders
Q3 20221,759$515.0K0.2%+134+8.2%AddedHolders
Q2 20221,625$483.0K0.1%+201+14.1%AddedHolders
Q1 20221,424$470.0K0.1%+1,424NewHolders