Golden State Wealth Management’s CenterPoint Energy CNP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.54K	Buy	216 +1	+0.5%	+$43	﹤0.01%	1131
2026 Q1	$9.3K	Buy	215 +1	+0.5%	+$41	﹤0.01%	1105
2025 Q4	$8.21K	Buy	214 +1	+0.5%	+$39	﹤0.01%	1158
2025 Q3	$8.26K	Hold	213	–	–	﹤0.01%	1148
2025 Q2	$7.83K	Hold	213	–	–	﹤0.01%	1135
2025 Q1	$7.72K	Hold	213	–	–	﹤0.01%	1073
2024 Q4	$6.76K	Buy	+213	New	+$6.56K	﹤0.01%	1055
2021 Q4	–	Sell	-100	Closed	-$2K	–	365
2021 Q3	$2K	Buy	+100	New	+$2.56K	﹤0.01%	306

Other funds holding CNP

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Golden State Wealth Management increased its CenterPoint Energy (CNP) stake by 0.47% in Q2 2026, buying an estimated $43 and bringing the position to 216 shares worth $9.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

Golden State Wealth Management first reported a position in CNP in Q3 2021 and has held it in 8 quarters since. 860 funds tracked by Wall St. Rank hold CNP as of Q2 2026.

Golden State Wealth Management held 216 shares of CenterPoint Energy worth $9.54K as of Q2 2026.
Golden State Wealth Management bought 1 CenterPoint Energy share in Q2 2026, an estimated $43.
CenterPoint Energy made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1131 holding.
Golden State Wealth Management first reported a position in CenterPoint Energy in Q3 2021 and has held it in 8 quarters since.
860 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2026.

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