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Golden State Wealth Management’s Alphatec Holdings ATEC Stock Holding History

Golden State Wealth Management’s Portfolio ATEC Stock Details ATEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-144
Closed -$3.03K – 1620
2025
Q4 		$3.03K Hold
144
– – ﹤0.01% 1322
2025
Q3 		$2.09K Buy
+144
New +$2K ﹤0.01% 1390

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State Street
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Geode Capital Management
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Nuveen
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Millennium Management
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Golden State Wealth Management's ATEC Position: Q1 2026 in Review

Golden State Wealth Management sold out of Alphatec Holdings (ATEC) in Q1 2026, closing a stake of 144 shares — an estimated $3.03K sold.

Golden State Wealth Management first reported a position in ATEC in Q3 2025 and held it in 2 quarters. The position peaked at $3.03K in Q4 2025. 285 funds tracked by Wall St. Rank hold ATEC as of Q1 2026.

  • Golden State Wealth Management reported no remaining Alphatec Holdings position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 144 Alphatec Holdings shares in Q1 2026, an estimated $3.03K.
  • Golden State Wealth Management first reported a position in Alphatec Holdings in Q3 2025 and held it in 2 quarters.
  • Golden State Wealth Management's Alphatec Holdings position peaked at $3.03K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.