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Golden State Wealth Management’s Charles River Laboratories CRL Stock Holding History

Golden State Wealth Management’s Portfolio CRL Stock Details CRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-44
Closed -$6.88K – 1702
2025
Q3 		$6.88K Hold
44
– – ﹤0.01% 1180
2025
Q2 		$6.68K Hold
44
– – ﹤0.01% 1171
2025
Q1 		$6.62K Hold
44
– – ﹤0.01% 1103
2024
Q4 		$8.12K Buy
+44
New +$8.48K ﹤0.01% 1011
2020
Q2 		– Sell
-15
Closed -$2K – 378
2020
Q1 		$2K Buy
+15
New +$2.25K ﹤0.01% 847

Other funds holding CRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

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

Golden State Wealth Management sold out of Charles River Laboratories (CRL) in Q4 2025, closing a stake of 44 shares — an estimated $6.88K sold.

Golden State Wealth Management first reported a position in CRL in Q1 2020 and held it in 5 quarters. The position peaked at $8.12K in Q4 2024. 583 funds tracked by Wall St. Rank hold CRL as of Q4 2025.

  • Golden State Wealth Management reported no remaining Charles River Laboratories position as of Q4 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 44 Charles River Laboratories shares in Q4 2025, an estimated $6.88K.
  • Golden State Wealth Management first reported a position in Charles River Laboratories in Q1 2020 and held it in 5 quarters.
  • Golden State Wealth Management's Charles River Laboratories position peaked at $8.12K in Q4 2024.
  • 583 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2025.

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