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Golden State Wealth Management’s VanEck Green Bond ETF GRNB Stock Holding History

Golden State Wealth Management’s Portfolio GRNB Stock Details GRNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$449K Buy
18,603
+966
+5% +$23.2K 0.04% 298
2026
Q1 		$423K Buy
17,637
+265
+2% +$6.43K 0.05% 279
2025
Q4 		$423K Buy
17,372
+518
+3% +$12.7K 0.04% 283
2025
Q3 		$412K Buy
16,854
+277
+2% +$6.73K 0.05% 275
2025
Q2 		$402K Sell
16,577
-288
-2% -$6.88K 0.05% 272
2025
Q1 		$406K Buy
16,865
+250
+2% +$5.97K 0.06% 237
2024
Q4 		$394K Buy
+16,615
New +$399K 0.06% 228

Other funds holding GRNB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Golden State Wealth Management increased its VanEck Green Bond ETF (GRNB) stake by 5.5% in Q2 2026, buying an estimated $23.2K and bringing the position to 18,603 shares worth $449K. The position accounts for 0.04% of the portfolio, ranked #298.

Golden State Wealth Management first reported a position in GRNB in Q4 2024 and has held it in 7 quarters since. 76 funds tracked by Wall St. Rank hold GRNB as of Q2 2026.

  • Golden State Wealth Management held 18,603 shares of VanEck Green Bond ETF worth $449K as of Q2 2026.
  • Golden State Wealth Management bought 966 VanEck Green Bond ETF shares in Q2 2026, an estimated $23.2K.
  • VanEck Green Bond ETF made up 0.04% of Golden State Wealth Management's portfolio in Q2 2026, its #298 holding.
  • Golden State Wealth Management first reported a position in VanEck Green Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 76 funds tracked by Wall St. Rank held VanEck Green Bond ETF as of Q2 2026.

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