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Golden State Wealth Management’s Aaon AAON Stock Holding History

Golden State Wealth Management’s Portfolio AAON Stock Details AAON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,150
Closed -$107K – 1681
2025
Q3 		$107K Sell
1,150
-100
-8% -$8.19K 0.01% 492
2025
Q2 		$92.2K Sell
1,250
-380
-23% -$33.3K 0.01% 501
2025
Q1 		$127K Hold
1,630
– – 0.02% 401
2024
Q4 		$192K Buy
+1,630
New +$200K 0.03% 327

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Golden State Wealth Management's AAON Position: Q4 2025 in Review

Golden State Wealth Management sold out of Aaon (AAON) in Q4 2025, closing a stake of 1,150 shares — an estimated $107K sold.

Golden State Wealth Management first reported a position in AAON in Q4 2024 and held it in 4 quarters. The position peaked at $192K in Q4 2024. 400 funds tracked by Wall St. Rank hold AAON as of Q4 2025.

  • Golden State Wealth Management reported no remaining Aaon position as of Q4 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 1,150 Aaon shares in Q4 2025, an estimated $107K.
  • Golden State Wealth Management first reported a position in Aaon in Q4 2024 and held it in 4 quarters.
  • Golden State Wealth Management's Aaon position peaked at $192K in Q4 2024.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.