GSWM
SEVN

Golden State Wealth Management’s Seven Hills Realty Trust SEVN Stock Holding History

Golden State Wealth Management’s Portfolio SEVN Stock Details SEVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.07K Hold
982
– – ﹤0.01% 1129
2025
Q4 		$8.74K Hold
982
– – ﹤0.01% 1139
2025
Q3 		$10.1K Hold
982
– – ﹤0.01% 1102
2025
Q2 		$11.9K Hold
982
– – ﹤0.01% 1031
2025
Q1 		$12.3K Hold
982
– – ﹤0.01% 942
2024
Q4 		$12.8K Buy
+982
New +$13.1K ﹤0.01% 892
2020
Q2 		– Sell
-982
Closed -$10K – 764
2020
Q1 		$10K Buy
+982
New +$17.8K ﹤0.01% 627
2019
Q4 		– Sell
-982
Closed -$20K – 765
2019
Q3 		$20K Hold
982
– – 0.01% 615
2019
Q2 		$18K Hold
982
– – 0.01% 632
2019
Q1 		$18K Buy
+982
New +$17.2K 0.01% 652

Other funds holding SEVN

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VCM
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Geode Capital Management
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FFL
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IAA
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return