Golden State Wealth Management’s Appian APPN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$183	Hold	8	–	–	﹤0.01%	1573
2026 Q1	$193	Sell	8 -28	-78%	-$760	﹤0.01%	1553
2025 Q4	$1.27K	Buy	36 +28	+350%	+$997	﹤0.01%	1470
2025 Q3	$245	Hold	8	–	–	﹤0.01%	1607
2025 Q2	$239	Sell	8 -50	-86%	-$1.5K	﹤0.01%	1524
2025 Q1	$1.67K	Sell	58 -20	-26%	-$655	﹤0.01%	1346
2024 Q4	$2.57K	Buy	+78	New	+$2.79K	﹤0.01%	1224
2020 Q2	–	Sell	-325	Closed	-$13K	–	302
2020 Q1	$13K	Buy	+325	New	+$15.1K	0.01%	566
2019 Q4	–	Sell	-100	Closed	-$5K	–	103
2019 Q3	$5K	Hold	100	–	–	﹤0.01%	849
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	928
2019 Q1	$3K	Buy	+100	New	+$3.38K	﹤0.01%	967

Other funds holding APPN

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fivespan Partners San Francisco, California $424M AUM

LECM

Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return

RFM

RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

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

Golden State Wealth Management held its Appian (APPN) position steady in Q2 2026 at 8 shares worth $183. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Golden State Wealth Management first reported a position in APPN in Q1 2019 and has held it in 11 quarters since. The position peaked at $13K in Q1 2020. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

Golden State Wealth Management held 8 shares of Appian worth $183 as of Q2 2026.
Golden State Wealth Management left its Appian share count unchanged in Q2 2026.
Appian made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1573 holding.
Golden State Wealth Management first reported a position in Appian in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Appian position peaked at $13K in Q1 2020.
213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

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