GSEP
CHGX icon

Golden State Equity Partners’s AXS Change Finance ESG ETF CHGX Stock Holding History

Golden State Equity Partners’s Portfolio CHGX Stock Details CHGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,376
Closed -$63.7K – 573
2026
Q1 		$63.7K Buy
+2,376
New +$65.9K ﹤0.01% 838

Other funds holding CHGX

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
SC
Stance Capital Boston, Massachusetts $328M AUM 48.17% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
WA
Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Golden State Equity Partners's CHGX Position: Q2 2026 in Review

Golden State Equity Partners sold out of AXS Change Finance ESG ETF (CHGX) in Q2 2026, closing a stake of 2,376 shares — an estimated $63.7K sold.

Golden State Equity Partners first reported a position in CHGX in Q1 2026 and held it in 1 quarter. The position peaked at $63.7K in Q1 2026. 44 funds tracked by Wall St. Rank hold CHGX as of Q2 2026.

  • Golden State Equity Partners reported no remaining AXS Change Finance ESG ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 2,376 AXS Change Finance ESG ETF shares in Q2 2026, an estimated $63.7K.
  • Golden State Equity Partners first reported a position in AXS Change Finance ESG ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's AXS Change Finance ESG ETF position peaked at $63.7K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.