EWA
GOGL

EP Wealth Advisors’s Golden Ocean Group GOGL Stock Holding History

EP Wealth Advisors’s Portfolio GOGL Stock Details GOGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,415
Closed -$99.1K – 1444
2025
Q1 		$99.1K Buy
+12,415
New +$110K ﹤0.01% 1253

Other funds holding GOGL

F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return
FCM
FourWorld Capital Management New York $196M AUM 42.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EP Wealth Advisors's GOGL Position: Q2 2025 in Review

EP Wealth Advisors sold out of Golden Ocean Group (GOGL) in Q2 2025, closing a stake of 12,415 shares — an estimated $99.1K sold.

EP Wealth Advisors first reported a position in GOGL in Q1 2025 and held it in 1 quarter. The position peaked at $99.1K in Q1 2025. 167 funds tracked by Wall St. Rank hold GOGL as of Q2 2025.

  • EP Wealth Advisors reported no remaining Golden Ocean Group position as of Q2 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 12,415 Golden Ocean Group shares in Q2 2025, an estimated $99.1K.
  • EP Wealth Advisors first reported a position in Golden Ocean Group in Q1 2025 and held it in 1 quarter.
  • EP Wealth Advisors's Golden Ocean Group position peaked at $99.1K in Q1 2025.
  • 167 funds tracked by Wall St. Rank held Golden Ocean Group as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.