GSWM
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Golden State Wealth Management’s FirstService FSV Stock Holding History

Golden State Wealth Management’s Portfolio FSV Stock Details FSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$557 Hold
4
– – ﹤0.01% 1510
2025
Q4 		$623 Hold
4
– – ﹤0.01% 1573
2025
Q3 		$762 Buy
+4
New +$774 ﹤0.01% 1534

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Janus Henderson Group
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Mackenzie Financial
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CCA
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Neuberger Berman Group
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VCM
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CIBC Asset Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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