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Golden State Wealth Management’s ENI E Stock Holding History

Golden State Wealth Management’s Portfolio E Stock Details E Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.9K Buy
617
+10
+2% +$536 ﹤0.01% 870
2026
Q1 		$34.4K Hold
607
– – ﹤0.01% 780
2025
Q4 		$23.1K Buy
607
+6
+1% +$220 ﹤0.01% 891
2025
Q3 		$21K Hold
601
– – ﹤0.01% 905
2025
Q2 		$19.5K Hold
601
– – ﹤0.01% 892
2025
Q1 		$18.6K Hold
601
– – ﹤0.01% 820
2024
Q4 		$16.4K Buy
+601
New +$17.6K ﹤0.01% 816

Other funds holding E

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Golden State Wealth Management increased its ENI (E) stake by 1.6% in Q2 2026, buying an estimated $536 and bringing the position to 617 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Golden State Wealth Management first reported a position in E in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.4K in Q1 2026. 346 funds tracked by Wall St. Rank hold E as of Q2 2026.

  • Golden State Wealth Management held 617 shares of ENI worth $28.9K as of Q2 2026.
  • Golden State Wealth Management bought 10 ENI shares in Q2 2026, an estimated $536.
  • ENI made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #870 holding.
  • Golden State Wealth Management first reported a position in ENI in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's ENI position peaked at $34.4K in Q1 2026.
  • 346 funds tracked by Wall St. Rank held ENI as of Q2 2026.

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