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Golden State Wealth Management’s Fluence Energy FLNC Stock Holding History

Golden State Wealth Management’s Portfolio FLNC Stock Details FLNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,300
Closed -$59.2K – 1648
2026
Q1 		$59.2K Hold
4,300
– – 0.01% 641
2025
Q4 		$85.1K Buy
+4,300
New +$81K 0.01% 557

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Vanguard Portfolio Management
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DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Golden State Wealth Management sold out of Fluence Energy (FLNC) in Q2 2026, closing a stake of 4,300 shares — an estimated $59.2K sold.

Golden State Wealth Management first reported a position in FLNC in Q4 2025 and held it in 2 quarters. The position peaked at $85.1K in Q4 2025. 298 funds tracked by Wall St. Rank hold FLNC as of Q2 2026.

  • Golden State Wealth Management reported no remaining Fluence Energy position as of Q2 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 4,300 Fluence Energy shares in Q2 2026, an estimated $59.2K.
  • Golden State Wealth Management first reported a position in Fluence Energy in Q4 2025 and held it in 2 quarters.
  • Golden State Wealth Management's Fluence Energy position peaked at $85.1K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Fluence Energy as of Q2 2026.

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