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 Q2	$2.21K	Hold	18	–	–	﹤0.01%	1380
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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

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

Golden State Wealth Management held its Guidewire Software (GWRE) position steady in Q2 2026 at 18 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

Golden State Wealth Management first reported a position in GWRE in Q1 2019 and has held it in 8 quarters since. The position peaked at $29K in Q1 2019. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Golden State Wealth Management held 18 shares of Guidewire Software worth $2.21K as of Q2 2026.
Golden State Wealth Management left its Guidewire Software share count unchanged in Q2 2026.
Guidewire Software made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1380 holding.
Golden State Wealth Management first reported a position in Guidewire Software in Q1 2019 and has held it in 8 quarters since.
Golden State Wealth Management's Guidewire Software position peaked at $29K in Q1 2019.
547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

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