GSWM
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Golden State Wealth Management’s ESS Tech GWH Stock Holding History

Golden State Wealth Management’s Portfolio GWH Stock Details GWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.57K Hold
2,707
– – ﹤0.01% 1357
2026
Q1 		$3.17K Hold
2,707
– – ﹤0.01% 1286
2025
Q4 		$5.09K Sell
2,707
-13
-0.5% -$41 ﹤0.01% 1236
2025
Q3 		$4.13K Buy
2,720
+13
+0.5% +$21 ﹤0.01% 1283
2025
Q2 		$3.6K Hold
2,707
– – ﹤0.01% 1284
2025
Q1 		$8.82K Hold
2,707
– – ﹤0.01% 1029
2024
Q4 		$15.9K Buy
+2,707
New +$18.1K ﹤0.01% 825

Other funds holding GWH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAS
PKS Advisory Services Albany, New York $627M AUM 25.97% 1-Year Est. Return
PWA
Primoris Wealth Advisors North Palm Beach, Florida $219M AUM 77.87% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return

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

Golden State Wealth Management held its ESS Tech (GWH) position steady in Q2 2026 at 2,707 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Golden State Wealth Management first reported a position in GWH in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.9K in Q4 2024. 14 funds tracked by Wall St. Rank hold GWH as of Q2 2026.

  • Golden State Wealth Management held 2,707 shares of ESS Tech worth $2.57K as of Q2 2026.
  • Golden State Wealth Management left its ESS Tech share count unchanged in Q2 2026.
  • ESS Tech made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1357 holding.
  • Golden State Wealth Management first reported a position in ESS Tech in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's ESS Tech position peaked at $15.9K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held ESS Tech as of Q2 2026.

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