Golden State Wealth Management’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-54	Closed	-$4.83K	–	1639
2025 Q4	$4.83K	Hold	54	–	–	﹤0.01%	1246
2025 Q3	$4.54K	Hold	54	–	–	﹤0.01%	1269
2025 Q2	$3.21K	Buy	+54	New	+$2.92K	﹤0.01%	1298

Other funds holding CNRG

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Golden State Wealth Management's CNRG Position: Q1 2026 in Review

Golden State Wealth Management sold out of State Street SPDR S&P Kensho Clean Power ETF (CNRG) in Q1 2026, closing a stake of 54 shares — an estimated $4.83K sold.

Golden State Wealth Management first reported a position in CNRG in Q2 2025 and held it in 3 quarters. The position peaked at $4.83K in Q4 2025. 67 funds tracked by Wall St. Rank hold CNRG as of Q1 2026.

Golden State Wealth Management reported no remaining State Street SPDR S&P Kensho Clean Power ETF position as of Q1 2026 after selling out during the quarter.
Golden State Wealth Management sold 54 State Street SPDR S&P Kensho Clean Power ETF shares in Q1 2026, an estimated $4.83K.
Golden State Wealth Management first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q2 2025 and held it in 3 quarters.
Golden State Wealth Management's State Street SPDR S&P Kensho Clean Power ETF position peaked at $4.83K in Q4 2025.
67 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.