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Balboa Wealth Partners

SEC CIK
0001929008
Latest filing
Aug 10, 2026

GS holding history

Goldman Sachs Group Inc in every 13F filed by Balboa Wealth Partners, 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)
2,971
Value
$3.01M
% of portfolio
0.4%
Quarters held
16
Since Q3 2022
Holdings of GS by Balboa Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,971$3.01M0.4%+223+8.1%AddedHolders
Q1 20262,748$2.32M0.4%−317−10.3%ReducedHolders
Q4 20253,065$2.69M0.4%−21−0.7%ReducedHolders
Q3 20253,086$2.46M0.4%−26−0.8%ReducedHolders
Q2 20253,112$2.20M0.4%−116−3.6%ReducedHolders
Q1 20253,228$1.76M0.4%+152+4.9%AddedHolders
Q4 20243,076$1.76M0.4%+1,452+89.4%AddedHolders
Q3 20241,624$804.0K0.2%+293+22.0%AddedHolders
Q2 20241,331$602.3K0.2%−127−8.7%ReducedHolders
Q1 20241,458$609.0K0.2%+121+9.1%AddedHolders
Q4 20231,337$515.7K0.2%+229+20.7%AddedHolders
Q3 20231,108$358.5K0.1%−12−1.1%ReducedHolders
Q2 20231,120$361.2K0.1%−517−31.6%ReducedHolders
Q1 20231,637$535.4K0.2%+368+29.0%AddedHolders
Q4 20221,269$435.8K0.2%+1+0.1%AddedHolders
Q3 20221,268$372.0K0.2%–No prior filingHolders