Golden State Wealth Management’s Hewlett Packard HPE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27.6K	Buy	+612	New	+$22.1K	﹤0.01%	881
2025 Q2	–	Sell	-40	Closed	-$617	–	1613
2025 Q1	$617	Hold	40	–	–	﹤0.01%	1484
2024 Q4	$854	Buy	+40	New	+$844	﹤0.01%	1375
2020 Q2	–	Sell	-173	Closed	-$2K	–	502
2020 Q1	$2K	Buy	+173	New	+$2.27K	﹤0.01%	861
2019 Q4	–	Sell	-1,073	Closed	-$16K	–	434
2019 Q3	$16K	Hold	1,073	–	–	0.01%	655
2019 Q2	$16K	Buy	1,073 +150	+16%	+$2.27K	0.01%	656
2019 Q1	$14K	Buy	+923	New	+$14.2K	﹤0.01%	700

Other funds holding HPE

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Golden State Wealth Management opened a new position in Hewlett Packard (HPE) in Q2 2026: 612 shares worth $27.6K. The stake represents ﹤0.01% of the portfolio and ranks #881 among its holdings. This is a return to the name: Golden State Wealth Management previously reported a position in HPE as recently as Q1 2025.

Golden State Wealth Management first reported a position in HPE in Q1 2019 and has held it in 7 quarters since. 295 funds tracked by Wall St. Rank hold HPE as of Q2 2026.

Golden State Wealth Management held 612 shares of Hewlett Packard worth $27.6K as of Q2 2026.
Hewlett Packard was a new Golden State Wealth Management position in Q2 2026.
Hewlett Packard made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #881 holding.
Golden State Wealth Management first reported a position in Hewlett Packard in Q1 2019 and has held it in 7 quarters since.
295 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2026.

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