GSWM
SMH icon

Golden State Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Golden State Wealth Management’s Portfolio SMH Stock Details SMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$171K Buy
446
+70
+19% +$27.8K 0.02% 404
2025
Q4 		$135K Buy
376
+146
+63% +$51.2K 0.01% 454
2025
Q3 		$75.1K Sell
230
-353
-61% -$105K 0.01% 571
2025
Q2 		$163K Sell
583
-200
-26% -$46.4K 0.02% 395
2025
Q1 		$166K Sell
783
-357
-31% -$85.6K 0.02% 364
2024
Q4 		$276K Buy
+1,140
New +$283K 0.04% 277
2022
Q1 		$264K Buy
+1,956
New +$268K 0.05% 257
2019
Q4 		– Sell
-760
Closed -$45K – 781
2019
Q3 		$45K Buy
760
+2
+0.3% +$116 0.01% 458
2019
Q2 		$41K Sell
758
-270
-26% -$14.7K 0.01% 497
2019
Q1 		$55K Buy
+1,028
New +$50.9K 0.02% 417

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return