Golden State Wealth Management’s GoHealth GOCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3	Closed	-$40	–	1606
2024 Q4	$40	Buy	+3	New	+$34	﹤0.01%	1498

Other funds holding GOCO

Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

4D Advisors Redondo Beach, California $158M AUM 92.73% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BOCH

Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return

Golden State Wealth Management's GOCO Position: Q1 2025 in Review

Golden State Wealth Management sold out of GoHealth (GOCO) in Q1 2025, closing a stake of 3 shares — an estimated $40 sold.

Golden State Wealth Management first reported a position in GOCO in Q4 2024 and held it in 1 quarter. The position peaked at $40 in Q4 2024. 68 funds tracked by Wall St. Rank hold GOCO as of Q1 2025.

Golden State Wealth Management reported no remaining GoHealth position as of Q1 2025 after selling out during the quarter.
Golden State Wealth Management sold 3 GoHealth shares in Q1 2025, an estimated $40.
Golden State Wealth Management first reported a position in GoHealth in Q4 2024 and held it in 1 quarter.
Golden State Wealth Management's GoHealth position peaked at $40 in Q4 2024.
68 funds tracked by Wall St. Rank held GoHealth as of Q1 2025.

Based on Golden State Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.