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 Q2	–	Sell	-202	Closed	-$15.2K	–	1138
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 +153	+5%	+$11.6K	0.05%	363
2024 Q3	$237K	Buy	+3,275	New	+$231K	0.04%	377

Other funds holding LRGE

OWA

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

Golden State Equity Partners sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q2 2026, closing a stake of 202 shares — an estimated $15.2K sold.

Golden State Equity Partners first reported a position in LRGE in Q3 2024 and held it in 5 quarters. The position peaked at $308K in Q2 2025. 79 funds tracked by Wall St. Rank hold LRGE as of Q2 2026.

Golden State Equity Partners reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 202 ClearBridge Large Cap Growth Select ETF shares in Q2 2026, an estimated $15.2K.
Golden State Equity Partners first reported a position in ClearBridge Large Cap Growth Select ETF in Q3 2024 and held it in 5 quarters.
Golden State Equity Partners's ClearBridge Large Cap Growth Select ETF position peaked at $308K in Q2 2025.
79 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2026.

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