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Golden State Wealth Management’s ASE Group ASX Stock Holding History

Golden State Wealth Management’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$81K Hold
1,795
– – 0.01% 620
2026
Q1 		$38.9K Hold
1,795
– – ﹤0.01% 747
2025
Q4 		$28.9K Hold
1,795
– – ﹤0.01% 832
2025
Q3 		$19.9K Hold
1,795
– – ﹤0.01% 916
2025
Q2 		$18.5K Hold
1,795
– – ﹤0.01% 907
2025
Q1 		$15.7K Hold
1,795
– – ﹤0.01% 867
2024
Q4 		$18.1K Buy
+1,795
New +$17.9K ﹤0.01% 790

Other funds holding ASX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Golden State Wealth Management held its ASE Group (ASX) position steady in Q2 2026 at 1,795 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #620.

Golden State Wealth Management first reported a position in ASX in Q4 2024 and has held it in 7 quarters since. 486 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Golden State Wealth Management held 1,795 shares of ASE Group worth $81K as of Q2 2026.
  • Golden State Wealth Management left its ASE Group share count unchanged in Q2 2026.
  • ASE Group made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #620 holding.
  • Golden State Wealth Management first reported a position in ASE Group in Q4 2024 and has held it in 7 quarters since.
  • 486 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

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