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Golden State Wealth Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Golden State Wealth Management’s Portfolio KYN Stock Details KYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.14K Sell
500
-269
-35% -$3.61K ﹤0.01% 1152
2025
Q4 		$9.52K Sell
769
-137
-15% -$1.63K ﹤0.01% 1118
2025
Q3 		$11.2K Buy
906
+3
+0.3% +$37 ﹤0.01% 1076
2025
Q2 		$11.5K Buy
903
+2
+0.2% +$24 ﹤0.01% 1047
2025
Q1 		$11.6K Buy
901
+272
+43% +$3.51K ﹤0.01% 962
2024
Q4 		$8K Buy
+629
New +$7.76K ﹤0.01% 1014
2020
Q2 		– Sell
-500
Closed -$2K – 592
2020
Q1 		$2K Buy
+500
New +$5.41K ﹤0.01% 865
2019
Q4 		– Sell
-500
Closed -$7K – 547
2019
Q3 		$7K Hold
500
– – ﹤0.01% 808
2019
Q2 		$7K Hold
500
– – ﹤0.01% 813
2019
Q1 		$8K Buy
+500
New +$7.84K ﹤0.01% 813

Other funds holding KYN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return