GSWM
OGI

Golden State Wealth Management’s Organigram Holdings OGI Stock Holding History

Golden State Wealth Management’s Portfolio OGI Stock Details OGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34 Sell
25
-2,250
-99% -$3.34K ﹤0.01% 1585
2025
Q4 		$3.82K Hold
2,275
– – ﹤0.01% 1282
2025
Q3 		$4.62K Hold
2,275
– – ﹤0.01% 1265
2025
Q2 		$3.07K Buy
2,275
+2,250
+9,000% +$2.74K ﹤0.01% 1303
2025
Q1 		$25 Sell
25
-935
-97% -$1.25K ﹤0.01% 1581
2024
Q4 		$1.54K Buy
+960
New +$1.56K ﹤0.01% 1289
2020
Q2 		– Sell
-25
Closed – – 673
2020
Q1 		$0 Buy
+25
New +$227 ﹤0.01% 999
2019
Q4 		– Sell
-25
Closed – – 656
2019
Q3 		$0 Hold
25
– – ﹤0.01% 1121
2019
Q2 		$0 Buy
+25
New +$694 ﹤0.01% 1135

Other funds holding OGI

TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.01B AUM 38.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $648M AUM 11.62% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $1.65B AUM 31.52% 1-Year Est. Return