GSEP
SGVT

Golden State Equity Partners’s Schwab Government Money Market ETF SGVT Stock Holding History

Golden State Equity Partners’s Portfolio SGVT Stock Details SGVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,849
Closed -$589K – 534
2025
Q3 		$589K Buy
+5,849
New +$587K 0.1% 234

Other funds holding SGVT

NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AC
Addison Capital Conshohocken, Pennsylvania $610M AUM 17.84% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
SLWM
Stone Loft Wealth Management West Chester, Pennsylvania $176M AUM

Golden State Equity Partners's SGVT Position: Q4 2025 in Review

Golden State Equity Partners sold out of Schwab Government Money Market ETF (SGVT) in Q4 2025, closing a stake of 5,849 shares — an estimated $589K sold.

Golden State Equity Partners first reported a position in SGVT in Q3 2025 and held it in 1 quarter. The position peaked at $589K in Q3 2025. 44 funds tracked by Wall St. Rank hold SGVT as of Q4 2025.

  • Golden State Equity Partners reported no remaining Schwab Government Money Market ETF position as of Q4 2025 after selling out during the quarter.
  • Golden State Equity Partners sold 5,849 Schwab Government Money Market ETF shares in Q4 2025, an estimated $589K.
  • Golden State Equity Partners first reported a position in Schwab Government Money Market ETF in Q3 2025 and held it in 1 quarter.
  • Golden State Equity Partners's Schwab Government Money Market ETF position peaked at $589K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q4 2025.

Based on Golden State Equity Partners's 13F filing for Q4 2025, filed 29 Jan 2026.