Golden State Wealth Management’s Jacobs Solutions J Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20K	Hold	158	–	–	﹤0.01%	947
2026 Q1	$20.2K	Hold	158	–	–	﹤0.01%	910
2025 Q4	$21K	Sell	158 -100	-39%	-$14.7K	﹤0.01%	908
2025 Q3	$38.7K	Buy	258 +100	+63%	+$14.4K	﹤0.01%	735
2025 Q2	$20.8K	Sell	158 -2	-1%	-$247	﹤0.01%	876
2025 Q1	$19.1K	Hold	160	–	–	﹤0.01%	810
2024 Q4	$21.1K	Buy	+160	New	+$22K	﹤0.01%	754
2020 Q2	–	Sell	-69	Closed	-$5K	–	612
2020 Q1	$5K	Buy	+69	New	+$5.19K	﹤0.01%	741
2019 Q3	–	Sell	-109	Closed	-$7K	–	1107
2019 Q2	$7K	Hold	109	–	–	﹤0.01%	812
2019 Q1	$7K	Buy	+109	New	+$6.14K	﹤0.01%	845

Other funds holding J

BlackRock New York $6.73T AUM 46.02% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Golden State Wealth Management held its Jacobs Solutions (J) position steady in Q2 2026 at 158 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Golden State Wealth Management first reported a position in J in Q1 2019 and has held it in 10 quarters since. The position peaked at $38.7K in Q3 2025. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

Golden State Wealth Management held 158 shares of Jacobs Solutions worth $20K as of Q2 2026.
Golden State Wealth Management left its Jacobs Solutions share count unchanged in Q2 2026.
Jacobs Solutions made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #947 holding.
Golden State Wealth Management first reported a position in Jacobs Solutions in Q1 2019 and has held it in 10 quarters since.
Golden State Wealth Management's Jacobs Solutions position peaked at $38.7K in Q3 2025.
873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

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