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Golden State Wealth Management’s Atlas Energy Solutions AESI Stock Holding History

Golden State Wealth Management’s Portfolio AESI Stock Details AESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-37
Closed -$660 – 1570
2025
Q1 		$660 Buy
+37
New +$769 ﹤0.01% 1475

Other funds holding AESI

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
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
MWA
Meridian Wealth Advisors Austin, Texas $880M AUM 30.15% 1-Year Est. Return

Golden State Wealth Management's AESI Position: Q2 2025 in Review

Golden State Wealth Management sold out of Atlas Energy Solutions (AESI) in Q2 2025, closing a stake of 37 shares — an estimated $660 sold.

Golden State Wealth Management first reported a position in AESI in Q1 2025 and held it in 1 quarter. The position peaked at $660 in Q1 2025. 258 funds tracked by Wall St. Rank hold AESI as of Q2 2025.

  • Golden State Wealth Management reported no remaining Atlas Energy Solutions position as of Q2 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 37 Atlas Energy Solutions shares in Q2 2025, an estimated $660.
  • Golden State Wealth Management first reported a position in Atlas Energy Solutions in Q1 2025 and held it in 1 quarter.
  • Golden State Wealth Management's Atlas Energy Solutions position peaked at $660 in Q1 2025.
  • 258 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.