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Golden State Wealth Management’s PENN Entertainment PENN Stock Holding History

Golden State Wealth Management’s Portfolio PENN Stock Details PENN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-73
Closed -$1.1K – 1680
2026
Q1 		$1.1K Hold
73
– – ﹤0.01% 1437
2025
Q4 		$1.08K Hold
73
– – ﹤0.01% 1505
2025
Q3 		$1.41K Sell
73
-42
-37% -$788 ﹤0.01% 1456
2025
Q2 		$2.06K Sell
115
-20
-15% -$314 ﹤0.01% 1357
2025
Q1 		$2.2K Hold
135
– – ﹤0.01% 1305
2024
Q4 		$2.67K Buy
+135
New +$2.65K ﹤0.01% 1219
2019
Q3 		– Sell
-280
Closed -$5K – 1123
2019
Q2 		$5K Hold
280
– – ﹤0.01% 877
2019
Q1 		$6K Buy
+280
New +$6.55K ﹤0.01% 872

Other funds holding PENN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
HPC
Hill Path Capital New York $1.92B AUM 5.67% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Golden State Wealth Management sold out of PENN Entertainment (PENN) in Q2 2026, closing a stake of 73 shares — an estimated $1.1K sold.

Golden State Wealth Management first reported a position in PENN in Q1 2019 and held it in 8 quarters. The position peaked at $6K in Q1 2019. 381 funds tracked by Wall St. Rank hold PENN as of Q2 2026.

  • Golden State Wealth Management reported no remaining PENN Entertainment position as of Q2 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 73 PENN Entertainment shares in Q2 2026, an estimated $1.1K.
  • Golden State Wealth Management first reported a position in PENN Entertainment in Q1 2019 and held it in 8 quarters.
  • Golden State Wealth Management's PENN Entertainment position peaked at $6K in Q1 2019.
  • 381 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2026.

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