Golden State Wealth Management’s Ocugen OCGN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-400
Closed -$283 1639
2025
Q1
$283 Hold
400
﹤0.01% 1541
2024
Q4
$322 Buy
+400
New +$366 ﹤0.01% 1451

Other funds holding OCGN

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

Golden State Wealth Management sold out of Ocugen (OCGN) in Q2 2025, closing a stake of 400 shares — an estimated $283 sold.

Golden State Wealth Management first reported a position in OCGN in Q4 2024 and held it in 2 quarters. The position peaked at $322 in Q4 2024. 104 funds tracked by Wall St. Rank hold OCGN as of Q2 2025.

  • Golden State Wealth Management reported no remaining Ocugen position as of Q2 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 400 Ocugen shares in Q2 2025, an estimated $283.
  • Golden State Wealth Management first reported a position in Ocugen in Q4 2024 and held it in 2 quarters.
  • Golden State Wealth Management's Ocugen position peaked at $322 in Q4 2024.
  • 104 funds tracked by Wall St. Rank held Ocugen as of Q2 2025.

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