Golden State Wealth Management’s Exelon EXC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-70	Closed	-$3.15K	–	1709
2025 Q3	$3.15K	Hold	70	–	–	﹤0.01%	1327
2025 Q2	$3.04K	Sell	70 -31	-31%	-$1.38K	﹤0.01%	1305
2025 Q1	$4.65K	Buy	101 +70	+226%	+$2.93K	﹤0.01%	1180
2024 Q4	$1.17K	Buy	+31	New	+$1.2K	﹤0.01%	1333
2020 Q2	–	Sell	-2,455	Closed	-$64K	–	464
2020 Q1	$64K	Buy	+2,455	New	+$77.2K	0.03%	315
2019 Q4	–	Sell	-3,205	Closed	-$110K	–	325
2019 Q3	$110K	Buy	3,205 +1,663	+108%	+$55.8K	0.04%	300
2019 Q2	$52K	Hold	1,542	–	–	0.02%	447
2019 Q1	$55K	Buy	+1,542	New	+$52.5K	0.02%	416

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Golden State Wealth Management's EXC Position: Q4 2025 in Review

Golden State Wealth Management sold out of Exelon (EXC) in Q4 2025, closing a stake of 70 shares — an estimated $3.15K sold.

Golden State Wealth Management first reported a position in EXC in Q1 2019 and held it in 8 quarters. The position peaked at $110K in Q3 2019. 1,250 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

Golden State Wealth Management reported no remaining Exelon position as of Q4 2025 after selling out during the quarter.
Golden State Wealth Management sold 70 Exelon shares in Q4 2025, an estimated $3.15K.
Golden State Wealth Management first reported a position in Exelon in Q1 2019 and held it in 8 quarters.
Golden State Wealth Management's Exelon position peaked at $110K in Q3 2019.
1,250 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.