Golden State Wealth Management’s Cemex CX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12K	Sell	1,000 -500	-33%	-$6.21K	﹤0.01%	1077
2026 Q1	$17.2K	Hold	1,500	–	–	﹤0.01%	951
2025 Q4	$17.2K	Hold	1,500	–	–	﹤0.01%	959
2025 Q3	$13.5K	Sell	1,500 -500	-25%	-$4.27K	﹤0.01%	1019
2025 Q2	$13.9K	Hold	2,000	–	–	﹤0.01%	979
2025 Q1	$11.2K	Hold	2,000	–	–	﹤0.01%	969
2024 Q4	$11.3K	Buy	+2,000	New	+$11.4K	﹤0.01%	936
2020 Q4	–	Sell	-12,000	Closed	-$46K	–	269
2020 Q3	$46K	Sell	12,000 -2,000	-14%	-$6.54K	0.02%	336
2020 Q2	$40K	Buy	14,000 +3,000	+27%	+$7.04K	0.01%	244
2020 Q1	$23K	Buy	+11,000	New	+$37.2K	0.01%	477
2019 Q4	–	Sell	-9,281	Closed	-$36K	–	234
2019 Q3	$36K	Buy	9,281 +2,000	+27%	+$7.33K	0.01%	496
2019 Q2	$30K	Buy	7,281 +4,000	+122%	+$17.9K	0.01%	551
2019 Q1	$15K	Buy	+3,281	New	+$16.4K	0.01%	679

Other funds holding CX

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Golden State Wealth Management reduced its Cemex (CX) stake by 33% in Q2 2026, selling an estimated $6.21K and leaving 1,000 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Golden State Wealth Management first reported a position in CX in Q1 2019 and has held it in 13 quarters since. The position peaked at $46K in Q3 2020. 320 funds tracked by Wall St. Rank hold CX as of Q2 2026.

Golden State Wealth Management held 1,000 shares of Cemex worth $12K as of Q2 2026.
Golden State Wealth Management sold 500 Cemex shares in Q2 2026, an estimated $6.21K.
Cemex made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1077 holding.
Golden State Wealth Management first reported a position in Cemex in Q1 2019 and has held it in 13 quarters since.
Golden State Wealth Management's Cemex position peaked at $46K in Q3 2020.
320 funds tracked by Wall St. Rank held Cemex as of Q2 2026.

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