Back to GS-PD

Worth Financial Advisory Group, LLC → GS-PD

Worth Financial Advisory Group, LLC GS-PD Position History

GS-PD

Quarters held
21
Latest value
$225K
Q3 2026
Peak value
$16.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$956K
Q3 2025$564K
Q3 2025$561K
Q3 2025$15.4M
Q3 2025$201K
Q4 2025$1.1M
Q4 2025$589K
Q4 2025$572K
Q4 2025$15.7M
Q1 2026$322K
Q1 2026$1.3M
Q2 2026$1.2M
Q2 2026$624K
Q2 2026$750K
Q2 2026$16.1M
Q2 2026$254K
Q3 2026$1M
Q3 2026$630K
Q3 2026$900K
Q3 2026$16.3M
Q3 2026$225K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$225K2.6K——
Q3 2026$16.3M112.2K——
Q3 2026$900K17.6K——
Q3 2026$630K13.7K——
Q3 2026$1M1.1K——
Q2 2026$254K2.8K——
Q2 2026$16.1M113.6K——
Q2 2026$750K14.4K——
Q2 2026$624K13.7K——
Q2 2026$1.2M1.2K——
Q1 2026$1.3M3.5K——
Q1 2026$322K410——
Q4 2025$15.7M118.3K——
Q4 2025$572K13.7K——
Q4 2025$589K13.7K——
Q4 2025$1.1M1.2K——
Q3 2025$201K2.7K——
Q3 2025$15.4M117.9K——
Q3 2025$561K13.8K——
Q3 2025$564K13.7K——
Q3 2025$956K1.2K——

Other funds holding GS-PD

Other Worth Financial Advisory Group, LLC positions

AMZN

AMAZON COM INC

$52.1M
GOOGN

ALPHABET INC

$26.1M
ABBV

ABBVIE INC

$19.7M
COF-PN

CAPITAL GROUP INTL FOCUS EQT

$15M
AAPL

APPLE INC

$9.5M
STT-PG

SPDR SERIES TRUST

$9.5M
MSFT

MICROSOFT CORP

$8.8M
AMZN

AMAZON COM INC

$8.7M