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Golden State Wealth Management’s American Express Global Business Travel GBTG Stock Holding History

Golden State Wealth Management’s Portfolio GBTG Stock Details GBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-388,155
Closed -$2.45M – 1675
2025
Q2 		$2.45M Hold
388,155
– – 0.3% 66
2025
Q1 		$2.82M Buy
388,155
+144,303
+59% +$1.22M 0.42% 51
2024
Q4 		$2.26M Buy
+243,852
New +$2.08M 0.34% 65

Other funds holding GBTG

AE
American Express New York $880M AUM 23.13% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACA
Anchorage Capital Advisors New York $378M AUM 13.47% 1-Year Est. Return
MAC
Monarch Alternative Capital New York $1.63B AUM 125.01% 1-Year Est. Return
BCA
Boundary Creek Advisors New York $15.3M AUM 0.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Golden State Wealth Management's GBTG Position: Q3 2025 in Review

Golden State Wealth Management sold out of American Express Global Business Travel (GBTG) in Q3 2025, closing a stake of 388,155 shares — an estimated $2.45M sold.

Golden State Wealth Management first reported a position in GBTG in Q4 2024 and held it in 3 quarters. The position peaked at $2.82M in Q1 2025. 163 funds tracked by Wall St. Rank hold GBTG as of Q3 2025.

  • Golden State Wealth Management reported no remaining American Express Global Business Travel position as of Q3 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 388,155 American Express Global Business Travel shares in Q3 2025, an estimated $2.45M.
  • Golden State Wealth Management first reported a position in American Express Global Business Travel in Q4 2024 and held it in 3 quarters.
  • Golden State Wealth Management's American Express Global Business Travel position peaked at $2.82M in Q1 2025.
  • 163 funds tracked by Wall St. Rank held American Express Global Business Travel as of Q3 2025.

Based on Golden State Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.