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Golden State Wealth Management’s Ionis Pharmaceuticals IONS Stock Holding History

Golden State Wealth Management’s Portfolio IONS Stock Details IONS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.2K Hold
376
– – ﹤0.01% 828
2025
Q4 		$29.7K Hold
376
– – ﹤0.01% 824
2025
Q3 		$24.6K Buy
376
+250
+198% +$12.2K ﹤0.01% 864
2025
Q2 		$4.98K Hold
126
– – ﹤0.01% 1228
2025
Q1 		$3.8K Hold
126
– – ﹤0.01% 1223
2024
Q4 		$4.41K Buy
+126
New +$4.71K ﹤0.01% 1138
2020
Q2 		– Sell
-126
Closed -$6K – 539
2020
Q1 		$6K Buy
+126
New +$7.02K ﹤0.01% 708
2019
Q4 		– Sell
-126
Closed -$8K – 483
2019
Q3 		$8K Sell
126
-120
-49% -$7.82K ﹤0.01% 786
2019
Q2 		$15K Buy
246
+120
+95% +$8.48K ﹤0.01% 667
2019
Q1 		$10K Buy
+126
New +$8.13K ﹤0.01% 777

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return