Golden State Wealth Management’s Aegon AEG Stock Holding History

Golden State Wealth Management’s Portfolio AEG Stock Details AEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.72K	Hold	559	–	–	﹤0.01%	1266
2026 Q1	$4.06K	Hold	559	–	–	﹤0.01%	1246
2025 Q4	$4.31K	Hold	559	–	–	﹤0.01%	1266
2025 Q3	$4.47K	Buy	559 +27	+5%	+$202	﹤0.01%	1272
2025 Q2	$3.85K	Hold	532	–	–	﹤0.01%	1268
2025 Q1	$3.51K	Hold	532	–	–	﹤0.01%	1237
2024 Q4	$3.13K	Buy	+532	New	+$3.33K	﹤0.01%	1193
2020 Q2	–	Sell	-525	Closed	-$1K	–	283
2020 Q1	$1K	Buy	+525	New	+$1.75K	﹤0.01%	895
2019 Q4	–	Sell	-525	Closed	-$2K	–	76
2019 Q3	$2K	Sell	525 -21	-4%	-$84	﹤0.01%	953
2019 Q2	$2K	Sell	546 -19	-3%	-$81	﹤0.01%	964
2019 Q1	$2K	Buy	+565	New	+$2.47K	﹤0.01%	1006

Other funds holding AEG

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Golden State Wealth Management held its Aegon (AEG) position steady in Q2 2026 at 559 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

Golden State Wealth Management first reported a position in AEG in Q1 2019 and has held it in 11 quarters since. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Golden State Wealth Management held 559 shares of Aegon worth $4.72K as of Q2 2026.
Golden State Wealth Management left its Aegon share count unchanged in Q2 2026.
Aegon made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1266 holding.
Golden State Wealth Management first reported a position in Aegon in Q1 2019 and has held it in 11 quarters since.
310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

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