GSWM
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Golden State Wealth Management’s Vertical Aerospace EVTL Stock Holding History

Golden State Wealth Management’s Portfolio EVTL Stock Details EVTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$87 Buy
+50
New +$120 ﹤0.01% 1589

Other funds holding EVTL

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Golden State Wealth Management opened a new position in Vertical Aerospace (EVTL) in Q2 2026: 50 shares worth $87. The stake represents ﹤0.01% of the portfolio and ranks #1589 among its holdings.

8 funds tracked by Wall St. Rank hold EVTL as of Q2 2026.

  • Golden State Wealth Management held 50 shares of Vertical Aerospace worth $87 as of Q2 2026.
  • Vertical Aerospace was a new Golden State Wealth Management position in Q2 2026.
  • Vertical Aerospace made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1589 holding.
  • 8 funds tracked by Wall St. Rank held Vertical Aerospace as of Q2 2026.

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