Golden State Equity Partners
CPTL icon

Golden State Equity Partners’s Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Golden State Equity Partners’s Portfolio CPTL Stock Details CPTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$81.8K Buy
+1,684
New +$81.5K ﹤0.01% 898
2026
Q2 		– Sell
-1,684
Closed -$70K – 1107
2026
Q1 		$70K Buy
+1,684
New +$72.7K 0.01% 811

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Golden State Equity Partners's CPTL Position: Q3 2026 in Review

Golden State Equity Partners opened a new position in Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q3 2026: 1,684 shares worth $81.8K. The stake represents ﹤0.01% of the portfolio and ranks #898 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in CPTL as recently as Q1 2026.

Golden State Equity Partners first reported a position in CPTL in Q1 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold CPTL as of Q3 2026.

  • Golden State Equity Partners held 1,684 shares of Global X Morningstar Capital Allocation Leaders ETF worth $81.8K as of Q3 2026.
  • Global X Morningstar Capital Allocation Leaders ETF was a new Golden State Equity Partners position in Q3 2026.
  • Global X Morningstar Capital Allocation Leaders ETF made up ﹤0.01% of Golden State Equity Partners's portfolio in Q3 2026, its #898 holding.
  • Golden State Equity Partners first reported a position in Global X Morningstar Capital Allocation Leaders ETF in Q1 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Global X Morningstar Capital Allocation Leaders ETF as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.