Golden State Wealth Management’s Siren ETF Trust Siren NexGen Economy ETF BLCN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-500	Closed	-$13.8K	–	1693
2025 Q3	$13.8K	Hold	500	–	–	﹤0.01%	1010
2025 Q2	$11.7K	Hold	500	–	–	﹤0.01%	1041
2025 Q1	$9.56K	Hold	500	–	–	﹤0.01%	1008
2024 Q4	$12.8K	Buy	+500	New	+$13.5K	﹤0.01%	893
2020 Q2	–	Sell	-500	Closed	-$11K	–	273
2020 Q1	$11K	Buy	+500	New	+$12.4K	﹤0.01%	598
2019 Q4	–	Sell	-800	Closed	-$18K	–	148
2019 Q3	$18K	Sell	800 -750	-48%	-$17.4K	0.01%	630
2019 Q2	$35K	Sell	1,550 -150	-9%	-$3.44K	0.01%	532
2019 Q1	$39K	Buy	+1,700	New	+$36.9K	0.01%	505

Other funds holding BLCN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GJIA

Glass Jacobson Investment Advisors Owings Mills, Maryland $290M AUM 17.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Golden State Wealth Management's BLCN Position: Q4 2025 in Review

Golden State Wealth Management sold out of Siren ETF Trust Siren NexGen Economy ETF (BLCN) in Q4 2025, closing a stake of 500 shares — an estimated $13.8K sold.

Golden State Wealth Management first reported a position in BLCN in Q1 2019 and held it in 8 quarters. The position peaked at $39K in Q1 2019. 37 funds tracked by Wall St. Rank hold BLCN as of Q4 2025.

Golden State Wealth Management reported no remaining Siren ETF Trust Siren NexGen Economy ETF position as of Q4 2025 after selling out during the quarter.
Golden State Wealth Management sold 500 Siren ETF Trust Siren NexGen Economy ETF shares in Q4 2025, an estimated $13.8K.
Golden State Wealth Management first reported a position in Siren ETF Trust Siren NexGen Economy ETF in Q1 2019 and held it in 8 quarters.
Golden State Wealth Management's Siren ETF Trust Siren NexGen Economy ETF position peaked at $39K in Q1 2019.
37 funds tracked by Wall St. Rank held Siren ETF Trust Siren NexGen Economy ETF as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.