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Golden State Wealth Management’s DT Midstream DTM Stock Holding History

Golden State Wealth Management’s Portfolio DTM Stock Details DTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.5K Buy
+99
New +$14K ﹤0.01% 1024
2026
Q1 		– Sell
-60
Closed -$7.18K – 1648
2025
Q4 		$7.18K Buy
60
+1
+2% +$115 ﹤0.01% 1179
2025
Q3 		$6.73K Hold
59
– – ﹤0.01% 1187
2025
Q2 		$6.5K Buy
59
+1
+2% +$101 ﹤0.01% 1175
2025
Q1 		$5.65K Hold
58
– – ﹤0.01% 1141
2024
Q4 		$5.79K Buy
+58
New +$5.52K ﹤0.01% 1084

Other funds holding DTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Golden State Wealth Management opened a new position in DT Midstream (DTM) in Q2 2026: 99 shares worth $14.5K. The stake represents ﹤0.01% of the portfolio and ranks #1024 among its holdings. This is a return to the name: Golden State Wealth Management previously reported a position in DTM as recently as Q4 2025.

Golden State Wealth Management first reported a position in DTM in Q4 2024 and has held it in 6 quarters since. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Golden State Wealth Management held 99 shares of DT Midstream worth $14.5K as of Q2 2026.
  • DT Midstream was a new Golden State Wealth Management position in Q2 2026.
  • DT Midstream made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1024 holding.
  • Golden State Wealth Management first reported a position in DT Midstream in Q4 2024 and has held it in 6 quarters since.
  • 711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

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