Golden State Equity Partners’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.2K	Buy	+202	New	+$16.1K	﹤0.01%	1180
2025 Q3	–	Sell	-3,882	Closed	-$308K	–	469
2025 Q2	$308K	Hold	3,882	–	–	0.06%	335
2025 Q1	$271K	Buy	3,882 +454	+13%	+$34K	0.05%	357
2024 Q4	$253K	Buy	+3,428	New	+$260K	0.05%	363

Other funds holding LRGE

OWA

Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Golden State Equity Partners opened a new position in ClearBridge Large Cap Growth Select ETF (LRGE) in Q1 2026: 202 shares worth $15.2K. The stake represents ﹤0.01% of the portfolio and ranks #1180 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in LRGE as recently as Q2 2025.

Golden State Equity Partners first reported a position in LRGE in Q4 2024 and has held it in 4 quarters since. The position peaked at $308K in Q2 2025. 82 funds tracked by Wall St. Rank hold LRGE as of Q1 2026.

Golden State Equity Partners held 202 shares of ClearBridge Large Cap Growth Select ETF worth $15.2K as of Q1 2026.
ClearBridge Large Cap Growth Select ETF was a new Golden State Equity Partners position in Q1 2026.
ClearBridge Large Cap Growth Select ETF made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #1180 holding.
Golden State Equity Partners first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2024 and has held it in 4 quarters since.
Golden State Equity Partners's ClearBridge Large Cap Growth Select ETF position peaked at $308K in Q2 2025.
82 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2026.

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