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Golden State Wealth Management’s Fortrea Holdings FTRE Stock Holding History

Golden State Wealth Management’s Portfolio FTRE Stock Details FTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$644 Hold
37
– – ﹤0.01% 1522
2026
Q1 		$349 Hold
37
– – ﹤0.01% 1532
2025
Q4 		$638 Hold
37
– – ﹤0.01% 1570
2025
Q3 		$312 Hold
37
– – ﹤0.01% 1598
2025
Q2 		$183 Sell
37
-13
-26% -$70 ﹤0.01% 1530
2025
Q1 		$377 Sell
50
-1
-2% -$14 ﹤0.01% 1522
2024
Q4 		$951 Buy
+51
New +$994 ﹤0.01% 1362

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State Street
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Fidelity Investments
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CM
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Golden State Wealth Management held its Fortrea Holdings (FTRE) position steady in Q2 2026 at 37 shares worth $644. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Golden State Wealth Management first reported a position in FTRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $951 in Q4 2024. 333 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • Golden State Wealth Management held 37 shares of Fortrea Holdings worth $644 as of Q2 2026.
  • Golden State Wealth Management left its Fortrea Holdings share count unchanged in Q2 2026.
  • Fortrea Holdings made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1522 holding.
  • Golden State Wealth Management first reported a position in Fortrea Holdings in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Fortrea Holdings position peaked at $951 in Q4 2024.
  • 333 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

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