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Golden State Wealth Management’s Certara CERT Stock Holding History

Golden State Wealth Management’s Portfolio CERT Stock Details CERT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$714 Hold
109
– – ﹤0.01% 1511
2026
Q1 		$621 Hold
109
– – ﹤0.01% 1499
2025
Q4 		$960 Hold
109
– – ﹤0.01% 1522
2025
Q3 		$1.33K Hold
109
– – ﹤0.01% 1467
2025
Q2 		$1.27K Hold
109
– – ﹤0.01% 1407
2025
Q1 		$1.08K Hold
109
– – ﹤0.01% 1415
2024
Q4 		$1.16K Buy
+109
New +$1.18K ﹤0.01% 1335

Other funds holding CERT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
HIM
Haveli Investment Management Austin, Texas $180M AUM
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Golden State Wealth Management held its Certara (CERT) position steady in Q2 2026 at 109 shares worth $714. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

Golden State Wealth Management first reported a position in CERT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.33K in Q3 2025. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Golden State Wealth Management held 109 shares of Certara worth $714 as of Q2 2026.
  • Golden State Wealth Management left its Certara share count unchanged in Q2 2026.
  • Certara made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1511 holding.
  • Golden State Wealth Management first reported a position in Certara in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Certara position peaked at $1.33K in Q3 2025.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

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