GSWM
HES

Golden State Wealth Management’s Hess HES Stock Holding History

Golden State Wealth Management’s Portfolio HES Stock Details HES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-571
Closed -$79.1K – 1678
2025
Q2 		$79.1K Buy
571
+6
+1% +$810 0.01% 544
2025
Q1 		$90.2K Buy
565
+9
+2% +$1.32K 0.01% 473
2024
Q4 		$74K Buy
+556
New +$77.6K 0.01% 488
2019
Q4 		– Sell
-60
Closed -$4K – 429
2019
Q3 		$4K Hold
60
– – ﹤0.01% 888
2019
Q2 		$3K Sell
60
-63
-51% -$3.9K ﹤0.01% 935
2019
Q1 		$7K Buy
+123
New +$6.77K ﹤0.01% 842

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Golden State Wealth Management's HES Position: Q3 2025 in Review

Golden State Wealth Management sold out of Hess (HES) in Q3 2025, closing a stake of 571 shares — an estimated $79.1K sold.

Golden State Wealth Management first reported a position in HES in Q1 2019 and held it in 6 quarters. The position peaked at $90.2K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Golden State Wealth Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 571 Hess shares in Q3 2025, an estimated $79.1K.
  • Golden State Wealth Management first reported a position in Hess in Q1 2019 and held it in 6 quarters.
  • Golden State Wealth Management's Hess position peaked at $90.2K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Golden State Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.