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Golden State Wealth Management’s Adeia ADEA Stock Holding History

Golden State Wealth Management’s Portfolio ADEA Stock Details ADEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7
Closed -$168 – 1622
2026
Q1 		$168 Hold
7
– – ﹤0.01% 1558
2025
Q4 		$121 Sell
7
-1
-13% -$15 ﹤0.01% 1641
2025
Q3 		$135 Hold
8
– – ﹤0.01% 1620
2025
Q2 		$113 Sell
8
-771
-99% -$9.97K ﹤0.01% 1541
2025
Q1 		$10.3K Buy
779
+3
+0.4% +$42 ﹤0.01% 995
2024
Q4 		$10.9K Buy
+776
New +$9.81K ﹤0.01% 944
2020
Q2 		– Sell
-2,737
Closed -$10K – 276
2020
Q1 		$10K Buy
+2,737
New +$11.7K ﹤0.01% 615
2019
Q4 		– Sell
-2,737
Closed -$15K – 70
2019
Q3 		$15K Sell
2,737
-3,988
-59% -$21.3K ﹤0.01% 661
2019
Q2 		$36K Hold
6,725
– – 0.01% 520
2019
Q1 		$42K Buy
+6,725
New +$39.5K 0.01% 487

Other funds holding ADEA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Golden State Wealth Management's ADEA Position: Q2 2026 in Review

Golden State Wealth Management sold out of Adeia (ADEA) in Q2 2026, closing a stake of 7 shares — an estimated $168 sold.

Golden State Wealth Management first reported a position in ADEA in Q1 2019 and held it in 10 quarters. The position peaked at $42K in Q1 2019. 301 funds tracked by Wall St. Rank hold ADEA as of Q2 2026.

  • Golden State Wealth Management reported no remaining Adeia position as of Q2 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 7 Adeia shares in Q2 2026, an estimated $168.
  • Golden State Wealth Management first reported a position in Adeia in Q1 2019 and held it in 10 quarters.
  • Golden State Wealth Management's Adeia position peaked at $42K in Q1 2019.
  • 301 funds tracked by Wall St. Rank held Adeia as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.