Golden State Wealth Management’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Golden State Wealth Management’s Portfolio LRGE Stock Details LRGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$565K	Sell	7,518 -605	-7%	-$48.1K	0.06%	234
2025 Q4	$669K	Buy	8,123 +400	+5%	+$33.2K	0.07%	211
2025 Q3	$644K	Sell	7,723 -2,291	-23%	-$184K	0.07%	206
2025 Q2	$794K	Sell	10,014 -181	-2%	-$13.2K	0.1%	166
2025 Q1	$711K	Buy	10,195 +406	+4%	+$30.4K	0.11%	159
2024 Q4	$737K	Buy	+9,789	New	+$741K	0.11%	148
2020 Q2	–	Sell	-700	Closed	-$23K	–	602
2020 Q1	$23K	Buy	+700	New	+$25.8K	0.01%	482

Other funds holding LRGE

OWA

Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Golden State Wealth Management's LRGE Position: Q1 2026 in Review

Golden State Wealth Management reduced its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 7.4% in Q1 2026, selling an estimated $48.1K and leaving 7,518 shares worth $565K. The position accounts for 0.06% of the portfolio, ranked #234.

Golden State Wealth Management first reported a position in LRGE in Q1 2020 and has held it in 7 quarters since. The position peaked at $794K in Q2 2025. 82 funds tracked by Wall St. Rank hold LRGE as of Q1 2026.

Golden State Wealth Management held 7,518 shares of ClearBridge Large Cap Growth Select ETF worth $565K as of Q1 2026.
Golden State Wealth Management sold 605 ClearBridge Large Cap Growth Select ETF shares in Q1 2026, an estimated $48.1K.
ClearBridge Large Cap Growth Select ETF made up 0.06% of Golden State Wealth Management's portfolio in Q1 2026, its #234 holding.
Golden State Wealth Management first reported a position in ClearBridge Large Cap Growth Select ETF in Q1 2020 and has held it in 7 quarters since.
Golden State Wealth Management's ClearBridge Large Cap Growth Select ETF position peaked at $794K in Q2 2025.
82 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.