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 New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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. 302 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.
302 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.