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Golden State Wealth Management’s Evolution Petroleum EPM Stock Holding History

Golden State Wealth Management’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.35K Hold
368
– – ﹤0.01% 1449
2026
Q1 		$1.69K Hold
368
– – ﹤0.01% 1371
2025
Q4 		$1.3K Hold
368
– – ﹤0.01% 1467
2025
Q3 		$1.77K Sell
368
-415
-53% -$2.07K ﹤0.01% 1412
2025
Q2 		$3.68K Hold
783
– – ﹤0.01% 1280
2025
Q1 		$4.06K Hold
783
– – ﹤0.01% 1212
2024
Q4 		$4.09K Buy
+783
New +$4.29K ﹤0.01% 1151

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Golden State Wealth Management held its Evolution Petroleum (EPM) position steady in Q2 2026 at 368 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Golden State Wealth Management first reported a position in EPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.09K in Q4 2024. 118 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Golden State Wealth Management held 368 shares of Evolution Petroleum worth $1.35K as of Q2 2026.
  • Golden State Wealth Management left its Evolution Petroleum share count unchanged in Q2 2026.
  • Evolution Petroleum made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1449 holding.
  • Golden State Wealth Management first reported a position in Evolution Petroleum in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Evolution Petroleum position peaked at $4.09K in Q4 2024.
  • 118 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

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