Golden State Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$558K	Hold	6,870	–	–	0.05%	267
2026 Q1	$556K	Hold	6,870	–	–	0.06%	237
2025 Q4	$552K	Hold	6,870	–	–	0.06%	236
2025 Q3	$573K	Hold	6,870	–	–	0.06%	221
2025 Q2	$578K	Hold	6,870	–	–	0.07%	203
2025 Q1	$565K	Sell	6,870 -11	-0.2%	-$918	0.08%	187
2024 Q4	$581K	Buy	+6,881	New	+$609K	0.09%	178
2022 Q1	$465K	Sell	6,640 -2,372	-26%	-$157K	0.09%	183
2021 Q4	$601K	Buy	9,012 +2,435	+37%	+$154K	0.1%	182
2021 Q3	$401K	Hold	6,577	–	–	0.09%	189
2021 Q2	$393K	Hold	6,577	–	–	0.09%	193
2021 Q1	$396K	Sell	6,577 -2,485	-27%	-$143K	0.13%	119
2020 Q4	$528K	Buy	9,062 +2,485	+38%	+$145K	0.15%	124
2020 Q3	$361K	Sell	6,577 -5,721	-47%	-$303K	0.12%	124
2020 Q2	$605K	Buy	12,298 +2,096	+21%	+$104K	0.19%	90
2020 Q1	$458K	Buy	+10,202	New	+$551K	0.2%	77
2019 Q4	–	Sell	-10,202	Closed	-$633K	–	678
2019 Q3	$633K	Buy	+10,202	New	+$609K	0.21%	88

Other funds holding PEG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Golden State Wealth Management held its Public Service Enterprise Group (PEG) position steady in Q2 2026 at 6,870 shares worth $558K. The position accounts for 0.05% of the portfolio, ranked #267.

Golden State Wealth Management first reported a position in PEG in Q3 2019 and has held it in 17 quarters since. The position peaked at $633K in Q3 2019. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Golden State Wealth Management held 6,870 shares of Public Service Enterprise Group worth $558K as of Q2 2026.
Golden State Wealth Management left its Public Service Enterprise Group share count unchanged in Q2 2026.
Public Service Enterprise Group made up 0.05% of Golden State Wealth Management's portfolio in Q2 2026, its #267 holding.
Golden State Wealth Management first reported a position in Public Service Enterprise Group in Q3 2019 and has held it in 17 quarters since.
Golden State Wealth Management's Public Service Enterprise Group position peaked at $633K in Q3 2019.
1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

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