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Golden State Equity Partners’s Alger Concentrated Equity ETF CNEQ Stock Holding History

Golden State Equity Partners’s Portfolio CNEQ Stock Details CNEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$571K Buy
18,343
+3,556
+24% +$119K 0.04% 415
2025
Q4 		$508K Buy
+14,787
New +$515K 0.08% 276

Other funds holding CNEQ

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $229M AUM 20.14% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Golden State Equity Partners's CNEQ Position: Q1 2026 in Review

Golden State Equity Partners increased its Alger Concentrated Equity ETF (CNEQ) stake by 24% in Q1 2026, buying an estimated $119K and bringing the position to 18,343 shares worth $571K. The position accounts for 0.04% of the portfolio, ranked #415.

Golden State Equity Partners first reported a position in CNEQ in Q4 2025 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold CNEQ as of Q1 2026.

  • Golden State Equity Partners held 18,343 shares of Alger Concentrated Equity ETF worth $571K as of Q1 2026.
  • Golden State Equity Partners bought 3,556 Alger Concentrated Equity ETF shares in Q1 2026, an estimated $119K.
  • Alger Concentrated Equity ETF made up 0.04% of Golden State Equity Partners's portfolio in Q1 2026, its #415 holding.
  • Golden State Equity Partners first reported a position in Alger Concentrated Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Alger Concentrated Equity ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.