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Golden State Wealth Management’s Greene County Bancorp GCBC Stock Holding History

Golden State Wealth Management’s Portfolio GCBC Stock Details GCBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-461
Closed -$10.2K – 1610
2025
Q1 		$11.1K Sell
461
-273
-37% -$7.07K ﹤0.01% 973
2024
Q4 		$20.3K Buy
+734
New +$22.2K ﹤0.01% 764
2020
Q2 		– Sell
-1,684
Closed -$20K – 461
2020
Q1 		$20K Buy
+1,684
New +$23.1K 0.01% 497
2019
Q4 		– Sell
-2,084
Closed -$29K – 385
2019
Q3 		$29K Sell
2,084
-482
-19% -$6.61K 0.01% 548
2019
Q2 		$37K Sell
2,566
-514
-17% -$7.7K 0.01% 513
2019
Q1 		$47K Buy
+3,080
New +$47.9K 0.02% 458

Other funds holding GCBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Golden State Wealth Management's GCBC Position: Q2 2025 in Review

Golden State Wealth Management sold out of Greene County Bancorp (GCBC) in Q2 2025, closing a stake of 461 shares — an estimated $10.2K sold.

Golden State Wealth Management first reported a position in GCBC in Q1 2019 and held it in 6 quarters. The position peaked at $47K in Q1 2019. 66 funds tracked by Wall St. Rank hold GCBC as of Q2 2025.

  • Golden State Wealth Management reported no remaining Greene County Bancorp position as of Q2 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 461 Greene County Bancorp shares in Q2 2025, an estimated $10.2K.
  • Golden State Wealth Management first reported a position in Greene County Bancorp in Q1 2019 and held it in 6 quarters.
  • Golden State Wealth Management's Greene County Bancorp position peaked at $47K in Q1 2019.
  • 66 funds tracked by Wall St. Rank held Greene County Bancorp as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.