SEC 13F Intelligence

Surience Private Wealth LLC / GS

Surience Private Wealth LLC’s Goldman Sachs Group Inc Position

Does Surience Private Wealth LLC own Goldman Sachs Group Inc (GS)? Not currently — the last reported position was 4.9K shares worth $4M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q4 2025
Shares
4.9K
% of Portfolio
+4.64%
Quarters Held
3
position exited

Position History GS

Reported value by quarter
Q1 ’25: $3MQ1 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $4MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20254.9K$4M+4.64%
Q3 20255.2K$4M+3.78%
Q1 20255.3K$3M+5.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surience Private Wealth LLC’s full portfolio or all institutional holders of GS.