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Golden State Wealth Management’s C3.ai AI Stock Holding History

Golden State Wealth Management’s Portfolio AI Stock Details AI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$127 Hold
14
– – ﹤0.01% 1579
2026
Q1 		$118 Hold
14
– – ﹤0.01% 1566
2025
Q4 		$189 Sell
14
-16
-53% -$255 ﹤0.01% 1632
2025
Q3 		$520 Buy
30
+16
+114% +$334 ﹤0.01% 1565
2025
Q2 		$344 Hold
14
– – ﹤0.01% 1513
2025
Q1 		$295 Hold
14
– – ﹤0.01% 1537
2024
Q4 		$482 Buy
+14
New +$435 ﹤0.01% 1431

Other funds holding AI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

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

Golden State Wealth Management held its C3.ai (AI) position steady in Q2 2026 at 14 shares worth $127. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

Golden State Wealth Management first reported a position in AI in Q4 2024 and has held it in 7 quarters since. The position peaked at $520 in Q3 2025. 318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Golden State Wealth Management held 14 shares of C3.ai worth $127 as of Q2 2026.
  • Golden State Wealth Management left its C3.ai share count unchanged in Q2 2026.
  • C3.ai made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1579 holding.
  • Golden State Wealth Management first reported a position in C3.ai in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's C3.ai position peaked at $520 in Q3 2025.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

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