GSWM
DEFT

Golden State Wealth Management’s Defi Technologies DEFT Stock Holding History

Golden State Wealth Management’s Portfolio DEFT Stock Details DEFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,000
Closed -$14.8K – 1772
2025
Q3 		$14.8K Buy
7,000
+6,500
+1,300% +$16.8K ﹤0.01% 997
2025
Q2 		$1.47K Buy
+500
New +$1.67K ﹤0.01% 1392

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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GGI
Galaxy Group Investments New York $843M AUM 47.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return

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

Golden State Wealth Management sold out of Defi Technologies (DEFT) in Q4 2025, closing a stake of 7,000 shares — an estimated $14.8K sold.

Golden State Wealth Management first reported a position in DEFT in Q2 2025 and held it in 2 quarters. The position peaked at $14.8K in Q3 2025. 105 funds tracked by Wall St. Rank hold DEFT as of Q4 2025.

  • Golden State Wealth Management reported no remaining Defi Technologies position as of Q4 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 7,000 Defi Technologies shares in Q4 2025, an estimated $14.8K.
  • Golden State Wealth Management first reported a position in Defi Technologies in Q2 2025 and held it in 2 quarters.
  • Golden State Wealth Management's Defi Technologies position peaked at $14.8K in Q3 2025.
  • 105 funds tracked by Wall St. Rank held Defi Technologies as of Q4 2025.

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