Number of Shares
83,229
Previous 22,642 267.59%
Holding current value
$2.23 Billion
Previous $601 Million 271.73%
% of portfolio
0.25%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

BUY
N/A
60,587 Added 267.59%
83,229 $2.23 Billion
Q2 2025

Aug 06, 2025

BUY
N/A
5,717 Added 33.78%
22,642 $601 Million
Q1 2025

Apr 24, 2025

SELL
N/A
-16,921 Reduced 49.99%
16,925 $446 Million
Q1 2025

Apr 23, 2025

BUY
N/A
18,769 Added 124.49%
33,846 $0
Q4 2024

Jan 28, 2025

BUY
N/A
15,077 New
15,077 $391 Million
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.