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Golden State Equity Partners’s Flex FLEX Stock Holding History

Golden State Equity Partners’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-97
Closed -$6.35K – 830
2026
Q1 		$6.35K Buy
+97
New +$6.2K ﹤0.01% 1415
2024
Q4 		– Sell
-1,199
Closed -$40.1K – 596
2024
Q3 		$40.1K Buy
+1,199
New +$36.9K 0.02% 411

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Fidelity Investments
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Vanguard Portfolio Management
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Wellington Management Group
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State Street
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JT
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Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Golden State Equity Partners sold out of Flex (FLEX) in Q2 2026, closing a stake of 97 shares — an estimated $6.35K sold.

Golden State Equity Partners first reported a position in FLEX in Q3 2024 and held it in 2 quarters. The position peaked at $40.1K in Q3 2024. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Golden State Equity Partners reported no remaining Flex position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 97 Flex shares in Q2 2026, an estimated $6.35K.
  • Golden State Equity Partners first reported a position in Flex in Q3 2024 and held it in 2 quarters.
  • Golden State Equity Partners's Flex position peaked at $40.1K in Q3 2024.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

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