Golden State Wealth Management’s Hannon Armstrong Sustainable Infrastructure Capital HASI Stock Holding History

Golden State Wealth Management’s Portfolio HASI Stock Details HASI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.7K	Hold	300	–	–	﹤0.01%	1083
2026 Q1	$11K	Hold	300	–	–	﹤0.01%	1069
2025 Q4	$9.43K	Hold	300	–	–	﹤0.01%	1122
2025 Q3	$9.21K	Buy	+300	New	+$8.28K	﹤0.01%	1119
2020 Q2	–	Sell	-7,315	Closed	-$149K	–	542
2020 Q1	$149K	Buy	+7,315	New	+$231K	0.07%	193
2019 Q4	–	Sell	-7,315	Closed	-$213K	–	420
2019 Q3	$213K	Hold	7,315	–	–	0.07%	193
2019 Q2	$206K	Buy	7,315 +6,800	+1,320%	+$181K	0.07%	222
2019 Q1	$13K	Buy	+515	New	+$12.1K	﹤0.01%	717

Other funds holding HASI

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Golden State Wealth Management held its Hannon Armstrong Sustainable Infrastructure Capital (HASI) position steady in Q2 2026 at 300 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Golden State Wealth Management first reported a position in HASI in Q1 2019 and has held it in 8 quarters since. The position peaked at $213K in Q3 2019. 406 funds tracked by Wall St. Rank hold HASI as of Q2 2026.

Golden State Wealth Management held 300 shares of Hannon Armstrong Sustainable Infrastructure Capital worth $11.7K as of Q2 2026.
Golden State Wealth Management left its Hannon Armstrong Sustainable Infrastructure Capital share count unchanged in Q2 2026.
Hannon Armstrong Sustainable Infrastructure Capital made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1083 holding.
Golden State Wealth Management first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q1 2019 and has held it in 8 quarters since.
Golden State Wealth Management's Hannon Armstrong Sustainable Infrastructure Capital position peaked at $213K in Q3 2019.
406 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q2 2026.

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