GSWM
J icon

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
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 – 572
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return