GSWM
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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
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 – 220
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $753M AUM 48.26% 1-Year Est. Return