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Lifestyle Asset Management, Inc. → GS-PD

Lifestyle Asset Management, Inc. GS-PD Position History

GS-PD

Quarters held
7
Latest value
$7.3M
Q3 2026
Peak value
$7.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$356K
Q1 2026$338K
Q1 2026$2.2M
Q2 2026$407K
Q2 2026$6M
Q3 2026$410K
Q3 2026$7.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.3M130.6K——
Q3 2026$410K456——
Q2 2026$6M107.8K——
Q2 2026$407K402——
Q1 2026$2.2M44.0K——
Q1 2026$338K400——
Q4 2025$356K405——

Other funds holding GS-PD

Other Lifestyle Asset Management, Inc. positions

SPY

STATE STR SPDR S&P 500 ETF T

$63.8M
SPY

STATE STR SPDR S&P 500 ETF T

$60.7M
SPY

SPDR S&P 500 ETF TR

$42.7M
SPY

STATE STR SPDR S&P 500 ETF T

$40.7M
ETHA

ISHARES TR

$39.1M
ETHA

ISHARES TR

$24M
ETHA

ISHARES TR

$16.6M
STT-PG

SPDR SERIES TRUST

$15.6M