Golden State Wealth Management
CSL icon

Golden State Wealth Management’s Carlisle Companies CSL Stock Holding History

Golden State Wealth Management’s Portfolio CSL Stock Details CSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$644 Hold
2
– – ﹤0.01% 1487
2026
Q2 		$726 Hold
2
– – ﹤0.01% 1509
2026
Q1 		$667 Sell
2
-3
-60% -$1.09K ﹤0.01% 1493
2025
Q4 		$1.6K Buy
+5
New +$1.62K ﹤0.01% 1424

Other funds holding CSL

Geode Capital Management
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Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Golden State Wealth Management's CSL Position: Q3 2026 in Review

Golden State Wealth Management held its Carlisle Companies (CSL) position steady in Q3 2026 at 2 shares worth $644. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

Golden State Wealth Management first reported a position in CSL in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.6K in Q4 2025. 360 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

  • Golden State Wealth Management held 2 shares of Carlisle Companies worth $644 as of Q3 2026.
  • Golden State Wealth Management left its Carlisle Companies share count unchanged in Q3 2026.
  • Carlisle Companies made up ﹤0.01% of Golden State Wealth Management's portfolio in Q3 2026, its #1487 holding.
  • Golden State Wealth Management first reported a position in Carlisle Companies in Q4 2025 and has held it in 4 quarters since.
  • Golden State Wealth Management's Carlisle Companies position peaked at $1.6K in Q4 2025.
  • 360 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Golden State Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.