Golden State Equity Partners’s VanEck Semiconductor ETF SMH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$145K	Sell	221 -7,413	-97%	-$4.04M	0.39%	34
2026 Q1	$2.93M	Buy	7,634 +3,764	+97%	+$1.49M	0.22%	100
2025 Q4	$1.39M	Hold	3,870	–	–	0.22%	101
2025 Q3	$1.26M	Buy	3,870 +122	+3%	+$36.1K	0.21%	115
2025 Q2	$1.05M	Sell	3,748 -23	-0.6%	-$5.33K	0.19%	133
2025 Q1	$798K	Buy	3,771 +77	+2%	+$18.5K	0.16%	161
2024 Q4	$895K	Buy	+3,694	New	+$916K	0.17%	147
2024 Q3	–	Sell	-3,844	Closed	-$1M	–	890
2024 Q2	$1M	Buy	+3,844	New	+$901K	0.21%	118
2023 Q4	$668K	Buy	3,819 +296	+8%	+$46.3K	0.16%	146
2023 Q3	$511K	Sell	3,523 -42	-1%	-$6.36K	0.14%	165
2023 Q2	$543K	Buy	+3,565	New	+$482K	0.15%	165
2022 Q1	$512K	Sell	3,798 -1,316	-26%	-$180K	0.26%	106
2021 Q4	$790K	Sell	5,114 -768	-13%	-$111K	0.4%	63
2021 Q3	$753K	Buy	5,882 +338	+6%	+$44.5K	0.31%	81
2021 Q2	$727K	Sell	5,544 -1,156	-17%	-$143K	0.28%	91
2021 Q1	$816K	Sell	6,700 -1,118	-14%	-$132K	0.47%	60
2020 Q4	$853K	Buy	+7,818	New	+$775K	0.59%	47

Other funds holding SMH

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Golden State Equity Partners reduced its VanEck Semiconductor ETF (SMH) stake by 97% in Q2 2026, selling an estimated $4.04M and leaving 221 shares worth $145K. The position accounts for 0.39% of the portfolio, ranked #34.

Golden State Equity Partners first reported a position in SMH in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.93M in Q1 2026. 866 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Golden State Equity Partners held 221 shares of VanEck Semiconductor ETF worth $145K as of Q2 2026.
Golden State Equity Partners sold 7,413 VanEck Semiconductor ETF shares in Q2 2026, an estimated $4.04M.
VanEck Semiconductor ETF made up 0.39% of Golden State Equity Partners's portfolio in Q2 2026, its #34 holding.
Golden State Equity Partners first reported a position in VanEck Semiconductor ETF in Q4 2020 and has held it in 17 quarters since.
Golden State Equity Partners's VanEck Semiconductor ETF position peaked at $2.93M in Q1 2026.
866 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

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