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Wingate Wealth Advisors, Inc.

SEC CIK
0002041800
Latest filing
Jul 29, 2026

GS holding history

Goldman Sachs Group Inc in every 13F filed by Wingate Wealth Advisors, Inc., 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)
344
Value
$347.9K
% of portfolio
0.2%
Quarters held
5
Since Q4 2024
Holdings of GS by Wingate Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026344$347.9K0.2%00.0%UnchangedHolders
Q1 2026344$291.0K0.2%−2−0.6%ReducedHolders
Q4 2025346$304.1K0.2%−16−4.4%ReducedHolders
Q3 2025362$288.3K0.2%+362NewHolders
Q1 20250$00.0%−78−100.0%Sold outHolders
Q4 202478$44.7K<0.1%–No prior filingHolders