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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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HPC
Hill Path Capital New York $1.37B AUM 15.26% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return