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 Q2	$6.92K	Hold	500	–	–	﹤0.01%	1194
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	–	632
2020 Q1	$2K	Buy	+500	New	+$5.41K	﹤0.01%	865
2019 Q4	–	Sell	-500	Closed	-$7K	–	546
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Golden State Wealth Management held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q2 2026 at 500 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Golden State Wealth Management first reported a position in KYN in Q1 2019 and has held it in 11 quarters since. The position peaked at $11.6K in Q1 2025. 263 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

Golden State Wealth Management held 500 shares of Kayne Anderson Energy Infrastructure Fund worth $6.92K as of Q2 2026.
Golden State Wealth Management left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q2 2026.
Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1194 holding.
Golden State Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Kayne Anderson Energy Infrastructure Fund position peaked at $11.6K in Q1 2025.
263 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

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