GSWM
LOVE

Golden State Wealth Management’s LoveSac LOVE Stock Holding History

Golden State Wealth Management’s Portfolio LOVE Stock Details LOVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5
Closed -$74 – 1670
2026
Q1 		$74 Hold
5
– – ﹤0.01% 1575
2025
Q4 		$74 Hold
5
– – ﹤0.01% 1650
2025
Q3 		$85 Buy
+5
New +$93 ﹤0.01% 1636

Other funds holding LOVE

SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

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

Golden State Wealth Management sold out of LoveSac (LOVE) in Q2 2026, closing a stake of 5 shares — an estimated $74 sold.

Golden State Wealth Management first reported a position in LOVE in Q3 2025 and held it in 3 quarters. The position peaked at $85 in Q3 2025. 21 funds tracked by Wall St. Rank hold LOVE as of Q2 2026.

  • Golden State Wealth Management reported no remaining LoveSac position as of Q2 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 5 LoveSac shares in Q2 2026, an estimated $74.
  • Golden State Wealth Management first reported a position in LoveSac in Q3 2025 and held it in 3 quarters.
  • Golden State Wealth Management's LoveSac position peaked at $85 in Q3 2025.
  • 21 funds tracked by Wall St. Rank held LoveSac as of Q2 2026.

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