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Golden State Wealth Management’s Phunware PHUN Stock Holding History

Golden State Wealth Management’s Portfolio PHUN Stock Details PHUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$410 Hold
200
– – ﹤0.01% 1551
2026
Q1 		$354 Hold
200
– – ﹤0.01% 1531
2025
Q4 		$370 Hold
200
– – ﹤0.01% 1604
2025
Q3 		$550 Hold
200
– – ﹤0.01% 1562
2025
Q2 		$634 Hold
200
– – ﹤0.01% 1478
2025
Q1 		$590 Hold
200
– – ﹤0.01% 1490
2024
Q4 		$1.04K Buy
+200
New +$1.1K ﹤0.01% 1349

Other funds holding PHUN

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

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

Golden State Wealth Management held its Phunware (PHUN) position steady in Q2 2026 at 200 shares worth $410. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

Golden State Wealth Management first reported a position in PHUN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.04K in Q4 2024. 25 funds tracked by Wall St. Rank hold PHUN as of Q2 2026.

  • Golden State Wealth Management held 200 shares of Phunware worth $410 as of Q2 2026.
  • Golden State Wealth Management left its Phunware share count unchanged in Q2 2026.
  • Phunware made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1551 holding.
  • Golden State Wealth Management first reported a position in Phunware in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Phunware position peaked at $1.04K in Q4 2024.
  • 25 funds tracked by Wall St. Rank held Phunware as of Q2 2026.

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