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Golden State Wealth Management’s CubeSmart CUBE Stock Holding History

Golden State Wealth Management’s Portfolio CUBE Stock Details CUBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-19
Closed -$685 – 1644
2025
Q4 		$685 Buy
+19
New +$722 ﹤0.01% 1558

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Canada Pension Plan Investment Board
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Geode Capital Management
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T. Rowe Price Investment Management
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JP Morgan Chase
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Golden State Wealth Management's CUBE Position: Q1 2026 in Review

Golden State Wealth Management sold out of CubeSmart (CUBE) in Q1 2026, closing a stake of 19 shares — an estimated $685 sold.

Golden State Wealth Management first reported a position in CUBE in Q4 2025 and held it in 1 quarter. The position peaked at $685 in Q4 2025. 487 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

  • Golden State Wealth Management reported no remaining CubeSmart position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 19 CubeSmart shares in Q1 2026, an estimated $685.
  • Golden State Wealth Management first reported a position in CubeSmart in Q4 2025 and held it in 1 quarter.
  • Golden State Wealth Management's CubeSmart position peaked at $685 in Q4 2025.
  • 487 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

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