GSWM
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Golden State Wealth Management’s Guidewire Software GWRE Stock Holding History

Golden State Wealth Management’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.69K Sell
18
-8
-31% -$1.22K ﹤0.01% 1311
2025
Q4 		$5.23K Hold
26
– – ﹤0.01% 1233
2025
Q3 		$5.98K Buy
26
+8
+44% +$1.82K ﹤0.01% 1213
2025
Q2 		$4.24K Hold
18
– – ﹤0.01% 1253
2025
Q1 		$3.37K Hold
18
– – ﹤0.01% 1243
2024
Q4 		$3.03K Buy
+18
New +$3.36K ﹤0.01% 1199
2019
Q2 		– Sell
-300
Closed -$29K – 1104
2019
Q1 		$29K Buy
+300
New +$26.8K 0.01% 550

Other funds holding GWRE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return