Golden State Wealth Management’s Crown Castle CCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-15	Closed	-$1.45K	–	1697
2025 Q3	$1.45K	Buy	+15	New	+$1.52K	﹤0.01%	1448
2025 Q2	–	Sell	-13	Closed	-$1.35K	–	1580
2025 Q1	$1.35K	Hold	13	–	–	﹤0.01%	1381
2024 Q4	$1.18K	Buy	+13	New	+$1.36K	﹤0.01%	1329
2020 Q3	–	Sell	-1,984	Closed	-$332K	–	437
2020 Q2	$332K	Buy	1,984 +1,900	+2,262%	+$306K	0.09%	150
2020 Q1	$12K	Buy	+84	New	+$12.5K	0.01%	583
2019 Q4	–	Sell	-84	Closed	-$12K	–	178
2019 Q3	$12K	Sell	84 -51	-38%	-$7.05K	﹤0.01%	709
2019 Q2	$17K	Buy	135 +51	+61%	+$6.56K	0.01%	639
2019 Q1	$11K	Buy	+84	New	+$9.85K	﹤0.01%	759

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Golden State Wealth Management sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 15 shares — an estimated $1.45K sold.

Golden State Wealth Management first reported a position in CCI in Q1 2019 and held it in 8 quarters. The position peaked at $332K in Q2 2020. 1,032 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

Golden State Wealth Management reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
Golden State Wealth Management sold 15 Crown Castle shares in Q4 2025, an estimated $1.45K.
Golden State Wealth Management first reported a position in Crown Castle in Q1 2019 and held it in 8 quarters.
Golden State Wealth Management's Crown Castle position peaked at $332K in Q2 2020.
1,032 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

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