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Golden State Wealth Management’s Liberty Global Class C LBTYK Stock Holding History

Golden State Wealth Management’s Portfolio LBTYK Stock Details LBTYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-306
Closed -$3.6K – 1729
2025
Q3 		$3.6K Hold
306
– – ﹤0.01% 1310
2025
Q2 		$3.15K Hold
306
– – ﹤0.01% 1300
2025
Q1 		$3.66K Hold
306
– – ﹤0.01% 1230
2024
Q4 		$4.02K Buy
+306
New +$5.28K ﹤0.01% 1156

Other funds holding LBTYK

BG
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Golden State Wealth Management's LBTYK Position: Q4 2025 in Review

Golden State Wealth Management sold out of Liberty Global Class C (LBTYK) in Q4 2025, closing a stake of 306 shares — an estimated $3.6K sold.

Golden State Wealth Management first reported a position in LBTYK in Q4 2024 and held it in 4 quarters. The position peaked at $4.02K in Q4 2024. 263 funds tracked by Wall St. Rank hold LBTYK as of Q4 2025.

  • Golden State Wealth Management reported no remaining Liberty Global Class C position as of Q4 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 306 Liberty Global Class C shares in Q4 2025, an estimated $3.6K.
  • Golden State Wealth Management first reported a position in Liberty Global Class C in Q4 2024 and held it in 4 quarters.
  • Golden State Wealth Management's Liberty Global Class C position peaked at $4.02K in Q4 2024.
  • 263 funds tracked by Wall St. Rank held Liberty Global Class C as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.