GSWM
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Golden State Wealth Management’s Goosehead Insurance GSHD Stock Holding History

Golden State Wealth Management’s Portfolio GSHD Stock Details GSHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-16
Closed -$1.18K – 1667
2025
Q4 		$1.18K Hold
16
– – ﹤0.01% 1487
2025
Q3 		$1.19K Buy
+16
New +$1.41K ﹤0.01% 1483

Other funds holding GSHD

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WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LEP
Langdon Equity Partners Toronto $179M AUM

Golden State Wealth Management's GSHD Position: Q1 2026 in Review

Golden State Wealth Management sold out of Goosehead Insurance (GSHD) in Q1 2026, closing a stake of 16 shares — an estimated $1.18K sold.

Golden State Wealth Management first reported a position in GSHD in Q3 2025 and held it in 2 quarters. The position peaked at $1.19K in Q3 2025. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • Golden State Wealth Management reported no remaining Goosehead Insurance position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 16 Goosehead Insurance shares in Q1 2026, an estimated $1.18K.
  • Golden State Wealth Management first reported a position in Goosehead Insurance in Q3 2025 and held it in 2 quarters.
  • Golden State Wealth Management's Goosehead Insurance position peaked at $1.19K in Q3 2025.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.