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Elmwood Wealth Management, Inc. → GS-PD

Elmwood Wealth Management, Inc. GS-PD Position History

GS-PD

Quarters held
25
Latest value
$7.7M
Q3 2026
Peak value
$7.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.2M
Q3 2025$1M
Q3 2025$454K
Q3 2025$3.4M
Q3 2025$4.1M
Q4 2025$3.4M
Q4 2025$1M
Q4 2025$428K
Q4 2025$3.3M
Q4 2025$4.1M
Q1 2026$3.4M
Q1 2026$1.1M
Q1 2026$398K
Q1 2026$3.5M
Q1 2026$6.3M
Q2 2026$3.5M
Q2 2026$1.3M
Q2 2026$377K
Q2 2026$4.2M
Q2 2026$7.3M
Q3 2026$3.5M
Q3 2026$1.1M
Q3 2026$376K
Q3 2026$4.6M
Q3 2026$7.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.7M137.1K——
Q3 2026$4.6M31.8K——
Q3 2026$376K7.5K——
Q3 2026$1.1M22.4K——
Q3 2026$3.5M76.8K——
Q2 2026$7.3M132.1K——
Q2 2026$4.2M29.7K——
Q2 2026$377K7.5K——
Q2 2026$1.3M25.1K——
Q2 2026$3.5M76.9K——
Q1 2026$6.3M126.8K——
Q1 2026$3.5M28.1K——
Q1 2026$398K7.9K——
Q1 2026$1.1M25.1K——
Q1 2026$3.4M78.1K——
Q4 2025$4.1M77.9K——
Q4 2025$3.3M25.3K——
Q4 2025$428K8.5K——
Q4 2025$1M25.1K——
Q4 2025$3.4M78.2K——
Q3 2025$4.1M78.6K——
Q3 2025$3.4M26.2K——
Q3 2025$454K9.0K——
Q3 2025$1M25.2K——
Q3 2025$3.2M78.9K——

Other funds holding GS-PD

Other Elmwood Wealth Management, Inc. positions

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J P MORGAN EXCHANGE TRADED F

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$11.2M
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$10.7M
VGES

VANGUARD TAX-MANAGED FDS

$9.9M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$9.8M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$9.5M