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Golden State Equity Partners’s T. Rowe Price Equity Income ETF TEQI Stock Holding History

Golden State Equity Partners’s Portfolio TEQI Stock Details TEQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,141
Closed -$457K – 1604
2026
Q1 		$457K Buy
+10,141
New +$470K 0.03% 476

Other funds holding TEQI

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
QFP
Quantum Financial Partners Overland Park, Kansas $196M AUM
AOWM
Asset One Wealth Management Bellevue, Washington $948M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Golden State Equity Partners sold out of T. Rowe Price Equity Income ETF (TEQI) in Q2 2026, closing a stake of 10,141 shares — an estimated $457K sold.

Golden State Equity Partners first reported a position in TEQI in Q1 2026 and held it in 1 quarter. The position peaked at $457K in Q1 2026. 47 funds tracked by Wall St. Rank hold TEQI as of Q2 2026.

  • Golden State Equity Partners reported no remaining T. Rowe Price Equity Income ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 10,141 T. Rowe Price Equity Income ETF shares in Q2 2026, an estimated $457K.
  • Golden State Equity Partners first reported a position in T. Rowe Price Equity Income ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's T. Rowe Price Equity Income ETF position peaked at $457K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held T. Rowe Price Equity Income ETF as of Q2 2026.

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