Golden State Equity Partners’s State Street Global Allocation ETF GAL Stock Holding History

Golden State Equity Partners’s Portfolio GAL Stock Details GAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.32M	Buy	26,572 +15,251	+135%	+$772K	0.1%	237
2025 Q4	$560K	Sell	11,321 -18,096	-62%	-$898K	0.09%	257
2025 Q3	$1.44M	Sell	29,417 -7,743	-21%	-$371K	0.24%	94
2025 Q2	$1.75M	Sell	37,160 -3,154	-8%	-$143K	0.32%	66
2025 Q1	$1.81M	Sell	40,314 -2,215	-5%	-$99.9K	0.36%	66
2024 Q4	$1.88M	Sell	42,529 -10,925	-20%	-$494K	0.36%	59
2024 Q3	$2.43M	Buy	53,454 +7,080	+15%	+$313K	1.28%	11
2024 Q2	$2M	Buy	+46,374	New	+$2M	0.42%	50
2023 Q4	$2.15M	Sell	51,821 -24,862	-32%	-$973K	0.52%	44
2023 Q3	$2.93M	Buy	76,683 +55,045	+254%	+$2.19M	0.82%	26
2023 Q2	$867K	Sell	21,638 -8,183	-27%	-$323K	0.24%	102
2023 Q1	$1.16M	Buy	+29,821	New	+$1.16M	0.63%	49
2022 Q1	$2.37M	Sell	53,534 -22,123	-29%	-$979K	1.19%	21
2021 Q4	$3.48M	Buy	75,657 +6,381	+9%	+$298K	1.76%	13
2021 Q3	$3.16M	Buy	69,276 +207	+0.3%	+$9.62K	1.29%	20
2021 Q2	$3.18M	Buy	69,069 +8,351	+14%	+$381K	1.23%	19
2021 Q1	$2.67M	Buy	60,718 +44,417	+272%	+$1.94M	1.52%	16
2020 Q4	$696K	Buy	+16,301	New	+$666K	0.48%	60

Other funds holding GAL

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

BFA

Bright Financial Advisors Portage, Michigan $218M AUM 17.53% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $137M AUM

PAYA

Phil A. Younker & Associates Fairbanks, Alaska $150M AUM 9.85% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Golden State Equity Partners increased its State Street Global Allocation ETF (GAL) stake by 135% in Q1 2026, buying an estimated $772K and bringing the position to 26,572 shares worth $1.32M. The position accounts for 0.1% of the portfolio, ranked #237.

Golden State Equity Partners first reported a position in GAL in Q4 2020 and has held it in 18 quarters since. The position peaked at $3.48M in Q4 2021. 72 funds tracked by Wall St. Rank hold GAL as of Q1 2026.

Golden State Equity Partners held 26,572 shares of State Street Global Allocation ETF worth $1.32M as of Q1 2026.
Golden State Equity Partners bought 15,251 State Street Global Allocation ETF shares in Q1 2026, an estimated $772K.
State Street Global Allocation ETF made up 0.1% of Golden State Equity Partners's portfolio in Q1 2026, its #237 holding.
Golden State Equity Partners first reported a position in State Street Global Allocation ETF in Q4 2020 and has held it in 18 quarters since.
Golden State Equity Partners's State Street Global Allocation ETF position peaked at $3.48M in Q4 2021.
72 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2026.

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