GSWM
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Golden State Wealth Management’s ORIX IX Stock Holding History

Golden State Wealth Management’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$788 Hold
35
– – ﹤0.01% 1457
2025
Q1 		$731 Hold
35
– – ﹤0.01% 1459
2024
Q4 		$744 Buy
+35
New +$744 ﹤0.01% 1390