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Golden State Wealth Management’s Phreesia PHR Stock Holding History

Golden State Wealth Management’s Portfolio PHR Stock Details PHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-20
Closed -$168 – 1681
2026
Q1 		$168 Hold
20
– – ﹤0.01% 1559
2025
Q4 		$338 Buy
+20
New +$413 ﹤0.01% 1607

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Acadian Asset Management
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Geode Capital Management
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Golden State Wealth Management's PHR Position: Q2 2026 in Review

Golden State Wealth Management sold out of Phreesia (PHR) in Q2 2026, closing a stake of 20 shares — an estimated $168 sold.

Golden State Wealth Management first reported a position in PHR in Q4 2025 and held it in 2 quarters. The position peaked at $338 in Q4 2025. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Golden State Wealth Management reported no remaining Phreesia position as of Q2 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 20 Phreesia shares in Q2 2026, an estimated $168.
  • Golden State Wealth Management first reported a position in Phreesia in Q4 2025 and held it in 2 quarters.
  • Golden State Wealth Management's Phreesia position peaked at $338 in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

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