GSWM
EXAS

Golden State Wealth Management’s Exact Sciences EXAS Stock Holding History

Golden State Wealth Management’s Portfolio EXAS Stock Details EXAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11
Closed -$1.12K – 1656
2025
Q4 		$1.12K Buy
+11
New +$883 ﹤0.01% 1495
2025
Q2 		– Sell
-200
Closed -$8.66K – 1593
2025
Q1 		$8.66K Buy
+200
New +$10.1K ﹤0.01% 1033
2020
Q2 		– Sell
-310
Closed -$18K – 409
2020
Q1 		$18K Buy
+310
New +$25.2K 0.01% 519
2019
Q4 		– Sell
-510
Closed -$46K – 324
2019
Q3 		$46K Hold
510
– – 0.02% 448
2019
Q2 		$60K Hold
510
– – 0.02% 412
2019
Q1 		$44K Buy
+510
New +$43.4K 0.01% 475

Other funds holding EXAS

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Golden State Wealth Management's EXAS Position: Q1 2026 in Review

Golden State Wealth Management sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 11 shares — an estimated $1.12K sold.

Golden State Wealth Management first reported a position in EXAS in Q1 2019 and held it in 6 quarters. The position peaked at $60K in Q2 2019. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Golden State Wealth Management reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 11 Exact Sciences shares in Q1 2026, an estimated $1.12K.
  • Golden State Wealth Management first reported a position in Exact Sciences in Q1 2019 and held it in 6 quarters.
  • Golden State Wealth Management's Exact Sciences position peaked at $60K in Q2 2019.
  • 7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.