Golden State Wealth Management’s New Fortress Energy NFE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$73	Hold	200	–	–	﹤0.01%	1591
2026 Q1	$118	Hold	200	–	–	﹤0.01%	1567
2025 Q4	$228	Hold	200	–	–	﹤0.01%	1625
2025 Q3	$442	Hold	200	–	–	﹤0.01%	1583
2025 Q2	$664	Sell	200 -7,600	-97%	-$33K	﹤0.01%	1474
2025 Q1	$64.8K	Hold	7,800	–	–	0.01%	536
2024 Q4	$118K	Buy	+7,800	New	+$80.8K	0.02%	403

Other funds holding NFE

GMP

Great Mountain Partners New Haven, Connecticut $9.28M AUM 89.06% 1-Year Est. Return

FIG

Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Golden State Wealth Management held its New Fortress Energy (NFE) position steady in Q2 2026 at 200 shares worth $73. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Golden State Wealth Management first reported a position in NFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $118K in Q4 2024. 149 funds tracked by Wall St. Rank hold NFE as of Q2 2026.

Golden State Wealth Management held 200 shares of New Fortress Energy worth $73 as of Q2 2026.
Golden State Wealth Management left its New Fortress Energy share count unchanged in Q2 2026.
New Fortress Energy made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1591 holding.
Golden State Wealth Management first reported a position in New Fortress Energy in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's New Fortress Energy position peaked at $118K in Q4 2024.
149 funds tracked by Wall St. Rank held New Fortress Energy as of Q2 2026.

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