GSWM
CTRA

Golden State Wealth Management’s Coterra Energy CTRA Stock Holding History

Golden State Wealth Management’s Portfolio CTRA Stock Details CTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-225
Closed -$7.92K – 1636
2026
Q1 		$7.92K Buy
225
+2
+0.9% +$60 ﹤0.01% 1135
2025
Q4 		$5.89K Buy
223
+1
+0.5% +$25 ﹤0.01% 1214
2025
Q3 		$5.25K Hold
222
– – ﹤0.01% 1247
2025
Q2 		$5.63K Hold
222
– – ﹤0.01% 1207
2025
Q1 		$6.42K Hold
222
– – ﹤0.01% 1116
2024
Q4 		$5.67K Buy
+222
New +$5.52K ﹤0.01% 1094
2020
Q2 		– Sell
-50
Closed -$1K – 327
2020
Q1 		$1K Buy
+50
New +$791 ﹤0.01% 904

Other funds holding CTRA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HEIP
Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

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

Golden State Wealth Management sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 225 shares — an estimated $7.92K sold.

Golden State Wealth Management first reported a position in CTRA in Q1 2020 and held it in 7 quarters. The position peaked at $7.92K in Q1 2026. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Golden State Wealth Management reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 225 Coterra Energy shares in Q2 2026, an estimated $7.92K.
  • Golden State Wealth Management first reported a position in Coterra Energy in Q1 2020 and held it in 7 quarters.
  • Golden State Wealth Management's Coterra Energy position peaked at $7.92K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

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