Golden State Wealth Management’s Charter Communications CHTR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$284	Hold	2	–	–	﹤0.01%	1559
2026 Q1	$432	Hold	2	–	–	﹤0.01%	1523
2025 Q4	$418	Sell	2 -1	-33%	-$225	﹤0.01%	1598
2025 Q3	$825	Hold	3	–	–	﹤0.01%	1526
2025 Q2	$1.23K	Hold	3	–	–	﹤0.01%	1412
2025 Q1	$1.11K	Hold	3	–	–	﹤0.01%	1412
2024 Q4	$1.03K	Buy	+3	New	+$1.08K	﹤0.01%	1352
2020 Q2	–	Sell	-8	Closed	-$3K	–	360
2020 Q1	$3K	Buy	+8	New	+$3.91K	﹤0.01%	807
2019 Q4	–	Sell	-8	Closed	-$3K	–	192
2019 Q3	$3K	Hold	8	–	–	﹤0.01%	914
2019 Q2	$3K	Sell	8 -3	-27%	-$1.12K	﹤0.01%	930
2019 Q1	$4K	Buy	+11	New	+$3.62K	﹤0.01%	930

Other funds holding CHTR

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

Golden State Wealth Management held its Charter Communications (CHTR) position steady in Q2 2026 at 2 shares worth $284. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Golden State Wealth Management first reported a position in CHTR in Q1 2019 and has held it in 11 quarters since. The position peaked at $4K in Q1 2019. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Golden State Wealth Management held 2 shares of Charter Communications worth $284 as of Q2 2026.
Golden State Wealth Management left its Charter Communications share count unchanged in Q2 2026.
Charter Communications made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1559 holding.
Golden State Wealth Management first reported a position in Charter Communications in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Charter Communications position peaked at $4K in Q1 2019.
783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

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