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Golden State Wealth Management’s Lear LEA Stock Holding History

Golden State Wealth Management’s Portfolio LEA Stock Details LEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7
Closed -$618 – 1626
2025
Q1 		$618 Hold
7
– – ﹤0.01% 1483
2024
Q4 		$663 Buy
+7
New +$697 ﹤0.01% 1401
2022
Q1 		$711K Buy
4,984
+432
+9% +$70.2K 0.14% 140
2021
Q4 		$833K Buy
4,552
+187
+4% +$32.8K 0.14% 149
2021
Q3 		$683K Buy
4,365
+1,812
+71% +$297K 0.15% 135
2021
Q2 		$448K Buy
+2,553
New +$472K 0.1% 176
2019
Q4 		– Sell
-337
Closed -$40K – 550
2019
Q3 		$40K Hold
337
– – 0.01% 475
2019
Q2 		$46K Hold
337
– – 0.01% 476
2019
Q1 		$46K Buy
+337
New +$49.4K 0.02% 464

Other funds holding LEA

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Golden State Wealth Management's LEA Position: Q2 2025 in Review

Golden State Wealth Management sold out of Lear (LEA) in Q2 2025, closing a stake of 7 shares — an estimated $618 sold.

Golden State Wealth Management first reported a position in LEA in Q1 2019 and held it in 9 quarters. The position peaked at $833K in Q4 2021. 396 funds tracked by Wall St. Rank hold LEA as of Q2 2025.

  • Golden State Wealth Management reported no remaining Lear position as of Q2 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 7 Lear shares in Q2 2025, an estimated $618.
  • Golden State Wealth Management first reported a position in Lear in Q1 2019 and held it in 9 quarters.
  • Golden State Wealth Management's Lear position peaked at $833K in Q4 2021.
  • 396 funds tracked by Wall St. Rank held Lear as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.