Golden State Wealth Management’s Omega Healthcare OHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$276	Hold	5	–	–	﹤0.01%	1561
2026 Q1	$251	Hold	5	–	–	﹤0.01%	1544
2025 Q4	$250	Hold	5	–	–	﹤0.01%	1622
2025 Q3	$234	Hold	5	–	–	﹤0.01%	1609
2025 Q2	$200	Hold	5	–	–	﹤0.01%	1528
2025 Q1	$204	Hold	5	–	–	﹤0.01%	1551
2024 Q4	$199	Buy	+5	New	+$200	﹤0.01%	1465
2019 Q4	–	Sell	-1,808	Closed	-$76K	–	657
2019 Q3	$76K	Sell	1,808 -7,324	-80%	-$285K	0.03%	355
2019 Q2	$335K	Buy	9,132 +7,157	+362%	+$261K	0.11%	155
2019 Q1	$75K	Buy	+1,975	New	+$73.2K	0.03%	371

Other funds holding OHI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Golden State Wealth Management held its Omega Healthcare (OHI) position steady in Q2 2026 at 5 shares worth $276. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Golden State Wealth Management first reported a position in OHI in Q1 2019 and has held it in 10 quarters since. The position peaked at $335K in Q2 2019. 761 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

Golden State Wealth Management held 5 shares of Omega Healthcare worth $276 as of Q2 2026.
Golden State Wealth Management left its Omega Healthcare share count unchanged in Q2 2026.
Omega Healthcare made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1561 holding.
Golden State Wealth Management first reported a position in Omega Healthcare in Q1 2019 and has held it in 10 quarters since.
Golden State Wealth Management's Omega Healthcare position peaked at $335K in Q2 2019.
761 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

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