Golden State Wealth Management’s State Street Global Allocation ETF GAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$754K	Sell	14,272 -221	-2%	-$11.6K	0.07%	226
2026 Q1	$717K	Sell	14,493 -2,483	-15%	-$126K	0.08%	207
2025 Q4	$839K	Sell	16,976 -1,522	-8%	-$75.5K	0.09%	179
2025 Q3	$909K	Sell	18,498 -8,363	-31%	-$401K	0.1%	155
2025 Q2	$1.26M	Sell	26,861 -108	-0.4%	-$4.89K	0.15%	117
2025 Q1	$1.21M	Buy	26,969 +60	+0.2%	+$2.71K	0.18%	102
2024 Q4	$1.19M	Buy	+26,909	New	+$1.22M	0.18%	99
2022 Q1	$337K	Buy	7,666 +739	+11%	+$32.7K	0.07%	221
2021 Q4	$319K	Buy	+6,927	New	+$324K	0.05%	278
2021 Q1	–	Sell	-15,028	Closed	-$642K	–	215
2020 Q4	$642K	Buy	+15,028	New	+$614K	0.19%	108

Other funds holding GAL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $159M AUM

BFA

Bright Financial Advisors Portage, Michigan $239M AUM 20.04% 1-Year Est. Return

PAYA

Phil A. Younker & Associates Fairbanks, Alaska $148M AUM 11.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Golden State Wealth Management reduced its State Street Global Allocation ETF (GAL) stake by 1.5% in Q2 2026, selling an estimated $11.6K and leaving 14,272 shares worth $754K. The position accounts for 0.07% of the portfolio, ranked #226.

Golden State Wealth Management first reported a position in GAL in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.26M in Q2 2025. 63 funds tracked by Wall St. Rank hold GAL as of Q2 2026.

Golden State Wealth Management held 14,272 shares of State Street Global Allocation ETF worth $754K as of Q2 2026.
Golden State Wealth Management sold 221 State Street Global Allocation ETF shares in Q2 2026, an estimated $11.6K.
State Street Global Allocation ETF made up 0.07% of Golden State Wealth Management's portfolio in Q2 2026, its #226 holding.
Golden State Wealth Management first reported a position in State Street Global Allocation ETF in Q4 2020 and has held it in 10 quarters since.
Golden State Wealth Management's State Street Global Allocation ETF position peaked at $1.26M in Q2 2025.
63 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q2 2026.

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