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 Q2	$314K	Buy	479 +33	+7%	+$18K	0.03%	346
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	–	780
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

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

Golden State Wealth Management increased its VanEck Semiconductor ETF (SMH) stake by 7.4% in Q2 2026, buying an estimated $18K and bringing the position to 479 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #346.

Golden State Wealth Management first reported a position in SMH in Q1 2019 and has held it in 11 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Golden State Wealth Management held 479 shares of VanEck Semiconductor ETF worth $314K as of Q2 2026.
Golden State Wealth Management bought 33 VanEck Semiconductor ETF shares in Q2 2026, an estimated $18K.
VanEck Semiconductor ETF made up 0.03% of Golden State Wealth Management's portfolio in Q2 2026, its #346 holding.
Golden State Wealth Management first reported a position in VanEck Semiconductor ETF in Q1 2019 and has held it in 11 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

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