Golden State Wealth Management’s Entergy ETR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.8K	Buy	129 +20	+18%	+$2.25K	﹤0.01%	1018
2026 Q1	$12.3K	Buy	109 +1	+0.9%	+$101	﹤0.01%	1047
2025 Q4	$10K	Hold	108	–	–	﹤0.01%	1104
2025 Q3	$10.1K	Hold	108	–	–	﹤0.01%	1104
2025 Q2	$8.98K	Sell	108 -18	-14%	-$1.49K	﹤0.01%	1099
2025 Q1	$10.8K	Sell	126 -14	-10%	-$1.15K	﹤0.01%	978
2024 Q4	$10.6K	Buy	+140	New	+$10.1K	﹤0.01%	947

Other funds holding ETR

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

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

Golden State Wealth Management increased its Entergy (ETR) stake by 18% in Q2 2026, buying an estimated $2.25K and bringing the position to 129 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Golden State Wealth Management first reported a position in ETR in Q4 2024 and has held it in 7 quarters since. 348 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

Golden State Wealth Management held 129 shares of Entergy worth $14.8K as of Q2 2026.
Golden State Wealth Management bought 20 Entergy shares in Q2 2026, an estimated $2.25K.
Entergy made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1018 holding.
Golden State Wealth Management first reported a position in Entergy in Q4 2024 and has held it in 7 quarters since.
348 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

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