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Golden State Wealth Management’s Badger Meter BMI Stock Holding History

Golden State Wealth Management’s Portfolio BMI Stock Details BMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.8K Hold
92
– – ﹤0.01% 1036
2026
Q1 		$14.1K Sell
92
-4
-4% -$628 ﹤0.01% 1002
2025
Q4 		$16.8K Buy
96
+4
+4% +$720 ﹤0.01% 969
2025
Q3 		$16.4K Hold
92
– – ﹤0.01% 961
2025
Q2 		$22.5K Hold
92
– – ﹤0.01% 859
2025
Q1 		$17.5K Hold
92
– – ﹤0.01% 837
2024
Q4 		$19.5K Buy
+92
New +$20K ﹤0.01% 774

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Golden State Wealth Management held its Badger Meter (BMI) position steady in Q2 2026 at 92 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Golden State Wealth Management first reported a position in BMI in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.5K in Q2 2025. 480 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Golden State Wealth Management held 92 shares of Badger Meter worth $13.8K as of Q2 2026.
  • Golden State Wealth Management left its Badger Meter share count unchanged in Q2 2026.
  • Badger Meter made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1036 holding.
  • Golden State Wealth Management first reported a position in Badger Meter in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Badger Meter position peaked at $22.5K in Q2 2025.
  • 480 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

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