Golden State Wealth Management’s Atmos Energy ATO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.59K	Hold	49	–	–	﹤0.01%	1146
2026 Q1	$9.15K	Hold	49	–	–	﹤0.01%	1108
2025 Q4	$8.26K	Hold	49	–	–	﹤0.01%	1157
2025 Q3	$8.37K	Hold	49	–	–	﹤0.01%	1144
2025 Q2	$7.55K	Sell	49 -20	-29%	-$3.11K	﹤0.01%	1144
2025 Q1	$10.7K	Hold	69	–	–	﹤0.01%	984
2024 Q4	$9.61K	Buy	+69	New	+$9.81K	﹤0.01%	977
2020 Q2	–	Sell	-193	Closed	-$19K	–	248
2020 Q1	$19K	Buy	+193	New	+$21.2K	0.01%	505
2019 Q4	–	Sell	-108	Closed	-$12K	–	113
2019 Q3	$12K	Hold	108	–	–	﹤0.01%	707
2019 Q2	$11K	Hold	108	–	–	﹤0.01%	723
2019 Q1	$11K	Buy	+108	New	+$10.5K	﹤0.01%	757

Other funds holding ATO

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Golden State Wealth Management held its Atmos Energy (ATO) position steady in Q2 2026 at 49 shares worth $8.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

Golden State Wealth Management first reported a position in ATO in Q1 2019 and has held it in 11 quarters since. The position peaked at $19K in Q1 2020. 1,035 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Golden State Wealth Management held 49 shares of Atmos Energy worth $8.59K as of Q2 2026.
Golden State Wealth Management left its Atmos Energy share count unchanged in Q2 2026.
Atmos Energy made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1146 holding.
Golden State Wealth Management first reported a position in Atmos Energy in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Atmos Energy position peaked at $19K in Q1 2020.
1,035 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

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