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Golden State Equity Partners’s Cornerstone Strategic Value Fund CLM Stock Holding History

Golden State Equity Partners’s Portfolio CLM Stock Details CLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,304
Closed -$24.1K – 586
2026
Q1 		$24.1K Buy
+3,304
New +$26K ﹤0.01% 1053

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SC
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WAM
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Cetera Investment Advisers
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CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

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

Golden State Equity Partners sold out of Cornerstone Strategic Value Fund (CLM) in Q2 2026, closing a stake of 3,304 shares — an estimated $24.1K sold.

Golden State Equity Partners first reported a position in CLM in Q1 2026 and held it in 1 quarter. The position peaked at $24.1K in Q1 2026. 145 funds tracked by Wall St. Rank hold CLM as of Q2 2026.

  • Golden State Equity Partners reported no remaining Cornerstone Strategic Value Fund position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 3,304 Cornerstone Strategic Value Fund shares in Q2 2026, an estimated $24.1K.
  • Golden State Equity Partners first reported a position in Cornerstone Strategic Value Fund in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Cornerstone Strategic Value Fund position peaked at $24.1K in Q1 2026.
  • 145 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2026.

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